Foreign
1. Morgan Stanley: No longer expecting the Fed to cut interest rates in March, and expecting a rate cut in June.
2. Citi: Further escalation of tariffs will lead to a bullish view on gold in 6-12 months.
3. Citi: Trump and Ishiba Shigeru may discuss the weakness of the yen.
4. Morgan Stanley: Trump's tariff plan is unlikely to increase credit risk.
5. Goldman Sachs: Still expects Canadian oil producers to eventually bear most of the tariff burden.
6. Goldman Sachs: Risks still tend to be that the Reserve Bank of New Zealand will further cut interest rates.
7. Societe Generale: The US dollar index is expected to rise further and is expected to approach its peak in 2022.
Domestic
1. CITIC Securities: AI improves the wind bias, and spring agitation accelerates.
2. CITIC Securities: DeepSeek is expected to drive the rapid development of the entire domestic AI industry.
3. CITIC Construction Investment: In the stage of deep reasoning, the future computing power demand of the model will still show an explosive increase.
4. CITIC Securities: AI, smart transportation, humanoid robots and other ten major themes will run through the A-share market in 2025.
5. Guotai Junan: The launch of DeepSeek-R1 is expected to accelerate the implementation of AI applications.
6. Haitong Securities: DeepSeek has excellent performance and is expected to accelerate the outbreak of AI applications.
