International
1. HSBC raises its forecast for US Treasury yields, anticipating a more hawkish policy path.
2. JPMorgan Chase: A break above 155 for the yen could trigger concentrated short covering, accelerating the yen's rise.
3. Bank of America: Money markets and bond funds absorbed most of this week's inflows.
4. First Citizen Bank: US employment data may confirm a balance of "low hiring, low layoffs."
5. Westpac: Norway's sovereign wealth fund's reduction of bond holdings indicates a market repricing is imminent.
Domestic
1. CITIC Securities: The medical device industry is expected to enter a new round of healthy development.
2. CITIC Securities: SpaceX announces construction of its largest launch site; focus on commercial space investment opportunities.
3. CITIC Securities: Coal prices are expected to shift upwards; the market is expected to trend upwards with fluctuations throughout the year.
4. CITIC Securities: The banking sector is expected to continue its absolute return throughout the year.
5. CITIC Securities: From Seedance to Red Fruit, multimodal business closed loops are accelerating.
6. Huatai Securities: We suggest looking for structural opportunities in areas with high growth, low congestion, and marginal policy catalysts.
