Foreign
1. Citi: Concerns about the impact of Trump's efficiency-enhancing actions on defense stocks are excessive.
2. Wedbush: The United States will usher in a large-scale wave of artificial intelligence investment.
3. Commerzbank: The recent surge in oil prices should prompt Trump to be cautious in his sanctions strategy against Russia.
4. Pansen Macro: As Trump's policies become clear, German sentiment is expected to decline further.
5. Goldman Sachs: The New Zealand Federal Reserve is expected to slow down its rate cuts, but it is still necessary to pay attention to GDP and the job market.
Domestic
1. CITIC Securities: Computing hardware iteration, high-frequency and high-speed resins accelerate volume.
2. CITIC Securities: The EAST device has achieved a major leap from basic science to engineering practice, and is optimistic about the long-term investment value of components.
3. CITIC Construction Investment: The "air traffic control system", the core link of the low-altitude economy, has ushered in new development opportunities.
4. Huatai Securities: Inverter exports rebounded in December last year, and we are optimistic about the sustainability of demand.
5. Ge Lan of China Europe Fund: In the first quarter of 2025, we continue to be optimistic about innovative medicines and equipment and their industrial chain.
6. CICC: It is recommended that US healthcare investment in 2025 focus on seizing the structural opportunities brought about by the rise of domestic products and optimization of the structure.
