Foreign
1. Morgan Stanley: Now is the best time to advise global investors to increase their allocation to Chinese stocks.
2. Goldman Sachs: European institutions are increasingly optimistic and plan to increase their holdings of Chinese consumer stocks, and have gradually built positions in January.
3. Citi: Oil prices below $60 will weaken US shale oil production.
4. Goldman Sachs: Lowered forecasts for oil prices and crude oil demand growth.
5. Goldman Sachs: European markets can accelerate growth by easing restrictions.
6. Barclays: The Bank of England is expected to keep interest rates unchanged at its March meeting and may cut interest rates in May.
7. Deutsche Bank: The Bank of England may cut interest rates to 3.5% by the end of the year.
8. Deutsche Bank: Inflation data limits the Fed's ability to take action to support the economy.
Domestic
1. Minsheng Macro: US stagflation may be the benchmark, and gold is the "version answer".
2. CITIC Construction Investment: The price trend of gold in 2025 may change from a favorable period to a volatile period.
3. CITIC Securities: The scheduled interest rate is lowered, and the insurance funds are accelerated to enter the market.
4. CITIC Construction Investment: For the first time in nearly 20 years, A-shares have emerged from an independent market during the sharp drop in US stocks, demonstrating the characteristics of "confidence revaluation bull".
5. Guosheng Macro: From the perspective of social financing in February, the prospects of interest rate cuts and reserve requirement ratio cuts are greater than the probability of a short-term reserve requirement ratio cut.
6. Industrial Securities: "China is strong and the United States is weak" is mostly in the period of downward earnings of US stocks, and A-shares at that time have certain performance comparative advantages.
7. Galaxy Securities: It is still in a rebound market driven by multiple factors.
8. CITIC Securities: Urban renewal is accelerating, and housing inspection & insurance are setting sail.
9. Huatai Securities: The special plan to promote consumption has been implemented, and we are optimistic about the opportunity of consumption revaluation.
