International
1. Goldman Sachs: Lowered its average Brent crude oil price forecast for next year to $80 per barrel.
2. Danish Pension Fund: Retail investors chasing SpaceX are afraid of missing out.
3. European Central Bank: This week's rate hike was necessary; all options have been reserved for July, and we are ready to respond again at any time.
4. Bank of America: The server CPU market is expected to surge fourfold to over $170 billion by 2030.
Domestic
1. CICC: The engine of dollar liquidity expansion is undergoing a "major shift."
2. CITIC Securities: Expects the ECB to pause rate hikes; further appreciation of the euro may be limited.
3. CITIC Securities: Rapid growth in demand for high-frequency and high-speed computing power; electronic-grade PTFE is expected to be widely used.
4. CITIC Securities: Non-farm payroll data has led the market to reprice the Fed's policy path; the Fed may maintain interest rates unchanged this year.
5. CITIC Securities: Expects the ECB to pause rate hikes; further appreciation of the euro may be limited.
6. Huatai Securities: The demand for computing power and models is expected to spread further from the training side to the high-intensity inference side.
