Foreign
1. UBS: The slow and steady sell-off of US bonds may continue.
2. Nomura: The 10-year US Treasury yield may rise to as high as 6% this year.
3. Barclays: The yen remains strong, but the risk of weakening again remains.
4. MUFG: Gold futures rose due to safe-haven demand before Trump took office.
5. Societe Generale: The pound is being hit by the difference in economic growth between the UK and the US.
6. HSBC: After the sluggish GDP growth in the UK, the Bank of England may send a signal of further easing policy.
7. ING: The euro is recovering with difficulty amid weak economic growth prospects and political resistance.
Domestic
1. CITIC Securities: At present, short-term US bonds may have more allocation value, while long-term US bonds are more suitable for waiting for the confirmation of catalytic signals before making a right-side layout.
2. CITIC Securities: The valuation of the banking sector still has certain upward space.
3. CICC: The global large-scale photovoltaic storage installation boom continues, and large PCS manufacturers are optimistic about both volume and profit.
