Overseas
1. Citi: Non-OPEC+ supply growth exceeds demand, Brent crude may be under pressure in the second half of the year.
2. TD Securities: The Bank of England is expected to cut interest rates this week and maintain guidance unchanged.
3. Scotiabank: The Bank of England is expected to cut interest rates by 25 basis points on Thursday.
4. ING: The Bank of England will cut interest rates by 25 basis points and continue to ease policies this year.
Domestic
1. Ping An Securities: DeepSeek has attracted widespread attention, and the application of large models will be accelerated.
2. CITIC Securities: AI-driven + interest rate cut cycle, leading manufacturers continue to benefit.
3. CITIC Securities: The marginal easing of the funding side may be limited.
4. Guoyuan Securities: The box office of Spring Festival movies is booming, and the value of the IP of the leading movies is released.
5. Guotai Junan: The second phase of the reversal of the rare earth sector may gradually start.
6. Xiangcai Securities: Continue to be optimistic about the revaluation of power assets.
7. Zhongtai Securities: Blue chips and offensive sectors saw their first general rise after the holiday, and performance certainty may become an important dimension for fund selection.
