Foreign
1. Citi: Lowered short-term gold price target to $3,150 per ounce.
2. Nomura: China and the United States reached a tariff agreement that exceeded expectations and raised Chinese stocks to "tactical overweight".
3. Goldman Sachs: The medium-term risk of oil prices is biased to the downside.
4. Goldman Sachs: OPEC+ is expected to stop increasing production in August.
5. Deutsche Bank: The impact of US trade progress on the US dollar is still unclear.
Domestic
1. CICC: If tariffs are further downgraded, the Federal Reserve may be expected to cut interest rates.
2. CITIC Securities: Export controls have led to a significant widening of the domestic and foreign price gap, and the strategic position of rare earths needs to be actively paid attention to.
3. TD Securities: The safe-haven effect of US bonds still worries investors.
4. China Merchants Macro: It is expected that the RMB exchange rate will continue to remain in the 7.10-7.3 range.
5. Huatai Securities: Pay attention to the leading securities firms with strong balance sheet utilization capabilities and steady performance growth.
6. CITIC Securities: It is expected that the issuance scale of new special bonds in the second and third quarters will exceed one trillion yuan.
7. CITIC Securities: Continue to be optimistic about investment opportunities in the US Internet sector in the next 6-12 months.
8. Debon Securities: Continue to be bullish on A-shares, and are optimistic about the three main lines of domestic demand, trade recovery, and technology.
