International
1. HSBC: Gold prices will remain volatile, with a year-end target price of $4750/oz.
2. Goldman Sachs: If US-Iran negotiations continue, Persian Gulf oil supply is expected to resume by the end of July.
3. Goldman Sachs: The Strait of Hormuz conflict may delay the resumption of oil supply.
4. Barclays: The Fed may hold rates steady until the end of 2027.
5. UBS: Australian gold miners have good production results, but cost concerns persist.
6. Deutsche Bank: If oil prices remain below $70, it will focus on Indian and Indonesian bonds.
7. State Street Global Advisors: Renewed conflict in the Middle East is unlikely to change the market outlook.
8. Societe Generale: The Swedish krona is undervalued after recent declines.
9. BNP Paribas: A merger between Tesla and SpaceX is unlikely.
Domestic
1. Nuoan Fund: Recent adjustments are more of a structural rebalancing by the market due to short-term negative news.
2. CITIC Securities: Saudi oil terminals resume operations, leading to a decline in European natural gas imports from the US.
3. CITIC Securities: Increased demand for AI PCBs and a clear trend towards high-end upgrades open up new opportunities for equipment and consumables.
4. Zhongtai Securities: The extended peak season due to El Niño and structural shifts are key trends, bringing double benefits to medium and large-sized packaged water demand.
5. Huatai Securities: Raw milk may enter a boom cycle, benefiting the entire industry chain.
6. Huatai Securities: The convergence of falling oil prices and the peak passenger season presents an opportunity for the transportation sector, driven by recovery prospects, certainty in interim reports, and stable dividends.
