Foreign
1. Bank of America: The dollar may remain strong in the short term.
2. Strategist: The Bank of Japan will raise interest rates twice more this year and will remain vigilant about Trump's policies.
3. Capital Economics: Japanese government bond yields rose because the Bank of Japan may raise interest rates further.
4. S&P Global: Trump's economic policy remains the main risk of the Bank of Japan's interest rate hike.
Domestic
1. CICC: The private placement market has ushered in new opportunities.
2. CICC: Computing power capital expenditure has increased, and we are optimistic about the systematic investment opportunities of AIDC electrical architecture.
3. CITIC Securities: The scale of funds entering the market may reach one trillion.
4. CITIC Securities: Medium- and long-term funds enter the market + AI empowerment, and we are optimistic about financial information services.
5. Zhongtai Securities: February is the core time of spring turmoil, and we pay attention to the pulse repair opportunities of cyclical products such as chemicals and steel.
6. Huatai Securities: Policy incentives help the year-end sprint, and the automotive sector is expected to run at a high level.
