International
1. World Gold Council: Under the baseline scenario, gold prices may trade around $4,100 this year.
2. State Street Bank: Gold prices may reach $5,000 per ounce by early 2027.
3. Goldman Sachs: The stock market rally will expand in the second half of the year, with technology company earnings growth being a key driver.
4. Macquarie: The latest intervention level for USD/JPY may be at 165.
5. TD Securities: The possibility of joint US-Japan intervention in the foreign exchange market seems high.
6. Bank of America: Expects the Bank of Canada to hold rates steady this year, even if the Fed raises rates.
7. Rabobank: Expectations for intervention in the yen on Friday are high, but the effect may be minimal.
Domestic
1. CICC: Interim results will gradually become the main investment theme.
2. CICC: The supply of inter-institutional REITs is expected to double by the end of the year.
3. CITIC Securities: The current upward trend in power device prices is expected to continue into 2027.
4. CITIC Securities: Optimistic about the medical insurance access and commercial insurance growth potential of related innovative drugs and pharmaceutical companies.
5. CITIC Securities: Diamond high thermal conductivity materials have broad substitution potential; related targets in the industry chain possess long-term investment value.
6. CITIC Securities: The liquid cooling industry has entered the order and performance realization stage; we recommend focusing on three main investment opportunities.
7. BOC Securities: Pork prices may rebound this year.
8. Galaxy Securities: Corrugated paper prices continue to rise; leading companies are shutting down production to reduce supply.
9. Huatai Securities: The core holding value of high-dividend stocks remains attractive.
