Foreign
1. Goldman Sachs: The dollar is expected to continue to fall against Asian currencies.
2. JPMorgan: China's GDP growth forecast for 2025 is raised.
3. JPMorgan: The risk of a US recession is currently below 50%.
4. JPMorgan: The US dollar may lag behind US stocks after progress in Sino-US trade relations.
5. Fitch: Core commodity inflation is likely to rise in the coming months.
6. Bank of America: The US dollar has encountered the largest bearish wave in 19 years, and the overvaluation of gold in May hit a record high.
7. Jefferies: US consumers' pessimism about the economy has eased.
8. Barclays: The Federal Reserve is expected to cut interest rates three times in March, June and September 2026, each time by 25 basis points.
Domestic
1. CICC: Fiscal expansion to support domestic demand remains the key to boosting prices.
2. CITIC Securities commented on the US CPI in April: "good data" that is not easy to last.
3. CITIC Securities: It is expected that the performance of liquor companies will improve to a certain extent starting from the third quarter.
4. Huatai Securities: UHV is about to accelerate, and equipment manufacturers may benefit significantly.
5. Huatai Securities: The chemical industry is expected to usher in an upward starting point in the second half of the year, and pay attention to the resilience of domestic and foreign demand and the improvement of the pattern.
6. BOC Securities: We are optimistic about AI+ reshaping the electronic industry ecosystem and promoting the update and iteration of related hardware.
