Overseas
1. Citi: Hong Kong stocks are undervalued, and the Hang Seng Index's target price by the end of this year has dropped sharply to 22,000 points.
2. Barclays: The expected time for the Fed to end quantitative tightening will be postponed to September.
3. Wells Fargo: The Fed is expected to implement two 25 basis point interest rate cuts this year.
4. Mitsubishi UFJ: The decline in UK government bond yields may boost the pound.
5. ING: Germany's GDP has shrunk again, and the economy is in trouble.
6. Royal Bank of Canada: The recent rise in Brent crude oil has masked weak fundamentals.
7. Capital Economics: The Bank of Japan's expectations for rate hikes have increased, boosting the yen's strength in early trading.
8. Nomura Securities: The expected time for the next rate hike by the Bank of Japan will be brought forward to January.
Domestic
1. CICC: The Fed is still likely to cut interest rates in March.
2. CITIC Securities: The domestic AI computing power chain is expected to gradually release performance.
3. CITIC Securities: Apple's new round of innovation cycle has begun, and the demand for 3C devices is expected to enter an upward cycle.
4. Everbright Securities: There are no new negative factors in the A-share market, and it is expected to rebound in the future.
