Foreign
1. Goldman Sachs: Still maintains the forecast that the gold price will reach $3,000.
2. Deutsche Bank: The "valuation discount" of Chinese stocks will disappear.
3. HSBC: DeepSeek cites China's innovation capabilities, and foreign capital inflows are expected to pick up.
4. Societe Generale: If the non-agricultural bond market data triggers a sell-off in US bonds, it is considered a good buying opportunity.
5. Capital Economics: Wage pressure may prompt the Bank of Japan to raise interest rates again in May.
6. SMBC Nikko Securities: The Bank of Japan's interest rate hike may push the dollar/yen below 150.
7. Capital Economics: Consumption data is not expected to affect the Reserve Bank of Australia's interest rate cut.
8. Capital Economics: The Reserve Bank of India may cut interest rates by another 75 basis points in this cycle.
Domestic
1. Guotai Junan: The humanoid robot industry in China and the United States will resonate in 2025, focusing on the dual main lines of technology iteration and supply chain breakthrough.
2. Huatai Securities: Adding to the pro-cyclical aviation sector, the transportation sector recommends three main lines.
3. Huatai Securities: AI glasses are expected to be the first to land, pay attention to the opportunities in the industrial chain.
4. CICC: Overseas production capacity is in short supply, and disaster recovery power supplies are facing opportunities for both volume and price increases.
5. Guojin Securities: The value of power supply and distribution systems has jumped under the wave of AIDC, and it is recommended to pay attention to four main lines.
6. Galaxy Securities: The record high gold price is expected to trigger the valuation repair of A-share gold stocks.
7. CITIC Securities: Agent is optimistic about driving the growth of the management software market.
8. Tianfeng Securities: The market is expected to further repair upward.
9. China Merchants Securities: Intelligence is gradually becoming the key to competition in the automotive industry.
10. China Merchants Securities: Intelligence is gradually becoming the key to competition in the automotive industry.
