Foreign
1. Goldman Sachs: US GDP growth rate in the first quarter was significantly lowered to -0.8%.
2. Morgan Stanley: The uncertainty of tariff policy, coupled with the questioning of the independence of the Federal Reserve, may lead to foreign investment in the United States.
3. Pansen Macro: There is little hope that the French economy will gain momentum this year.
4. ING: The euro has lost its status as a substitute for the US dollar.
5. ING: The US dollar has recovered some of its lost ground due to the news of automobile tariff reduction.
6. Capital Economics: The impact of tariffs on the eurozone economy will intensify.
7. Commerzbank: The European Central Bank should speed up its actions to cope with the growing supply shock.
Domestic
1. Tianfeng Securities: The aerospace sub-sector is expected to stabilize and repair.
2. CITIC Securities: The details of the departure tax refund have been implemented, and the promotion has accelerated to boost domestic demand.
3. CITIC Securities: Supervision strengthens industry norms, and leading companies in intelligent driving are expected to benefit.
4. CITIC Securities: Panoramic/sports cameras create new demand for imaging, pay attention to brand leaders and supply chains.
5. Galaxy Securities: Optimistic about the continued good performance of the innovative drug industry chain this year.
6. Huatai Securities: Optimistic about the continued improvement in the supply and demand margins of the lithium battery industry chain.
