Foreign
1. Morgan Stanley: The weak dollar will support US stocks to outperform other global markets.
2. Deutsche Bank: US assets still face resistance from overseas buyers.
3. Bank of America: The market is paying attention to the clues that the Bank of Japan will give this week on raising interest rates in June or July.
4. Barclays: Favor long-term US bonds and recommend investors to re-establish long positions in five-year US bonds.
5. BNP Paribas: Uncertainty about OPEC+ production increases affects the outlook for oil prices.
6. ING: Trump's questioning of the Fed's policy is unhelpful for US Treasuries.
7. MUFG: Even if the Bank of Japan is cautious about raising interest rates, the yen may still strengthen.
Domestic
1. CITIC Construction Investment: Low-Dk electronic yarn is in short supply, and localization is accelerating.
2. CITIC Securities: 2025 is expected to be the turning point year for China's steel industry.
3. Huatai Securities: Optimistic about investment opportunities in the commercial real estate sector in 2025.
4. Zhongtai Securities: The dividend attribute is prominent, and attention is paid to the investment value of bank stocks.
5. Cathay Pacific Haitong: Prioritize the allocation of leading securities companies with significant comprehensive advantages and stronger cross-border asset allocation capabilities.
