International
1. Goldman Sachs: If inflation doesn't cool down, the Fed is expected to raise rates as early as September.
2. JPMorgan Chase: The Fed is unlikely to adjust interest rates this year.
3. Natixis: The Fed's statement was significantly streamlined, with a clear hawkish signal.
4. Sumitomo Mitsui: A Fed rate hike could put new tightening pressure on the Bank of Japan.
5. Evercore ISI: Conditions for a Fed rate hike are not yet ripe, but the reasons are accumulating.
6. JPMorgan Chase: Falling oil prices present investment opportunities in European stocks.
7. OCBC Bank: The upside potential for Asian currencies is likely to be limited by the Fed's hawkish stance.
8. HSBC: UK government bond yields may decline further in the coming months.
9. TD Securities: Falling oil prices may weaken expectations of a Bank of England rate hike.
10. Bank of America: The Bank of England's decision not to raise rates may not severely damage the pound.
Domestic
1. CICC: Maintains its judgment that the Fed will neither raise nor lower rates this year.
2. CITIC Securities: Maintains its judgment that the Federal Reserve will keep policy rates unchanged this year.
3. Huatai Securities: The Federal Reserve will keep interest rates unchanged before September, with a near 50% probability of a rate hike in December.
4. CICC: Recommends focusing on large banks and joint-stock banks with strong international capabilities.
5. CICC: SOFC fuel cell systems may become a new solution for powering data centers.
6. CITIC Securities: Emphasizes players deeply involved in the liquid cooling supply chain.
7. CITIC Securities: Glufosinate is rapidly moving towards the center of the herbicide industry.
