Overseas
1. Goldman Sachs: Gold will continue to outperform silver.
2. Goldman Sachs: The Fed is unlikely to cut interest rates because of weak "soft data".
3. Morgan Stanley: The Fed will not preemptively strike.
4. Citi: Contradictory economic signals make the Fed's job tricky.
5. Danske: Europe and the United States will rise to 1.22 within 12 months.
6. Barclays: Indonesia's economic growth may slow to 4.8% in 2025.
7. TD Cowen: U.S. port activity has declined due to tariff shocks.
8. Commerzbank: Uncertainty in U.S. policies may lead to a long-term decline in the U.S. dollar.
Domestic
1. Galaxy Securities: Gold may need to wait for the Fed to cut interest rates or physical gold demand to explode before it can break through the range.
2. CICC: A-shares are expected to have a "good start" after the holiday.
3. CITIC Securities: A-shares will continue to show the characteristics of a rebound in wind and theme rotation in May.
4. CITIC Securities: Risk appetite is expected to have room to recover, and A-shares will continue to show a rebound in the wind.
5. Zhongtai Securities: Opportunities in May are more reflected in technology, consumption and some cycles.
6. China Merchants Securities: The market in May may show a pattern of "weight index recovery and active technology growth".
7. Huaxi Securities: A-shares are expected to have a "good start" after the holiday, and AI+ is expected to become an important main line in May.
8. Huatai Securities: Grasp the two clues with relative certainty.
9. CITIC Construction Investment: The market may maintain a volatile pattern in May, and short-term risk appetite will continue to improve marginally.
