International
1. Citigroup: Raises target price for the South Korean KOSPI index to 10,000 points.
2. Goldman Sachs: Hong Kong stock market expected to see over HK$2 trillion in share lock-up expirations.
3. HSBC: The US dollar has failed to benefit from a favorable shift in interest rate expectations.
4. State Street Asset Management: Central banks in many countries may be entering a synchronized rate hike cycle.
5. ATFX: Does not believe oil prices will return to $70 soon.
6. Commonwealth Bank of Australia: Energy prices will not fall back to pre-war levels for a long time.
7. RBC Capital Markets: UK GDP growth is expected to slow in the coming quarters.
8. Nomura Securities: The Bank of England may raise interest rates in July to curb the impact of a second round of inflation.
9. Morgan Stanley: The global AI optical module PCB market may see a CAGR of up to 83%, far exceeding the 60% growth rate of optical modules during the same period.
Domestic
1. Orient Securities: The glimmer of peace in the Middle East presents a window of opportunity for chemical industry investment.
2. Tianfeng Securities: The fifth round of price increases for electronic fiberglass fabrics this year has been implemented, with the AI supply chain driving continued prosperity in the fiberglass industry.
3. CITIC Securities: SpaceX's record-breaking IPO is reshaping valuation systems; we remain optimistic about investment opportunities in commercial aerospace.
4. CITIC Securities: The second half of 2026 is expected to mark the bottom of a long-term cycle in the real estate market.
5. CITIC Securities: Future reforms to the automobile consumption tax may gradually shift from a single displacement-oriented approach to considerations such as price, weight, and resource consumption.
6. CITIC Securities: The first year of commercial real estate REITs; seize the opportunities presented by improved supply and demand dynamics in the second half of the year.
7. CITIC Securities: The slowdown in CPO development suggests that NPO development may accelerate; we remain optimistic about the optical communication sector.
8. Galaxy Securities: High-growth technology sectors remain the main long-term investment theme in the market.
9. Huatai Securities: The policy's first mention of a 2030 target for new energy heavy-duty trucks is beneficial to the domestic power battery and green hydrogen industry chain.
10. Huatai Securities A-share strategy: Short-term recommendation is to maintain a balanced allocation and accumulate shares after the pressure from overcrowding in the technology sector is released.
