Foreign
1. Goldman Sachs: The forecast of net southbound inflows into Hong Kong stocks this year has been significantly raised to US$110 billion, and pricing power has been enhanced.
2. UBS: The market is betting on Trump and the Fed to rescue the market together, and reiterated the S&P 500 index's year-end target of 5,800 points.
3. ANZ Bank: The Bank of Japan may remain on hold amid uncertainty in trade policy.
4. Pansen Macro: The Bank of England will avoid a large-scale interest rate cut.
Domestic
1. CITIC Construction Investment: The A-share market continues to fluctuate, and the style may turn to growth.
2. CITIC Securities: Institutional holdings have fallen, and the allocation space for bank stocks is optimistic.
3. CITIC Securities: Policies guide digital innovation in the entire pharmaceutical industry chain.
4. CITIC Securities: In May, pay attention to the rotation of new technologies and industrial themes, the repair of overseas technology mapping chains, and the implementation of policies to expand domestic demand in the service industry.
5. Huatai Securities: The incremental policy window for the real estate industry is gradually opening.
6. Everbright Securities: Stabilizing employment is the top priority of the "four stability" and it is expected that the employment stabilization policy will continue to be implemented.
7. Galaxy Securities: Real estate continues to consolidate its stable trend and vigorously and orderly promotes urban renewal.
8. Galaxy Securities: In the medium and long term, the investment value of Hong Kong stocks is still relatively high.
9. Huaan Securities: The scale of planned early repayment of municipal investment bonds this year has reached 25.4 billion yuan, and the risk of discount repayment must be taken seriously.
