Foreign
1. JPMorgan: Overall optimistic about the Chinese stock market, the basic scenario expectation of CSI 300 is 4150 points.
2. UBS: Optimistic about the Chinese stock market, foreign capital repatriation is expected to be an important logic in the next few quarters.
3. Morgan Stanley: G10 government bond yields are expected to "fall sharply" in 2026.
4. Deutsche Bank: Investors are worried about the fiscal balance of countries outside the United States.
5. Goldman Sachs: The surge in Japanese bond yields is mainly due to the deterioration of supply and demand balance, and it is difficult to ease in the short term.
6. Barclays: The US dollar may fall further, but strong US economic data will limit the decline.
7. ANZ Bank: The possibility of economic slowdown and stronger inflation has rekindled interest in gold.
8. Commonwealth Bank of Australia: Gold prices will reach $3,750 in the fourth quarter.
9. Danske Bank: May PMI is unlikely to change the ECB's decision in June.
Domestic
1. CICC: The domestic nutritional and health food industry has great long-term development potential.
2. CITIC Construction Investment: Real estate sales in April were relatively flat, and the land market was hot.
3. CITIC Construction Investment: It is expected that blockbuster vaccine varieties will resume sales growth this year under a low base.
4. CITIC Securities: Pesticide companies are accelerating mergers and acquisitions, and complementary advantages will enhance competitiveness.
5. CITIC Securities: Driven by multiple factors, the domestic wind turbine industry is expected to enter a stage of rising volume, price and profit.
6. Galaxy Securities: Asymmetric interest rate cuts protect interest rate spreads, and the fundamentals of the banking sector are expected to improve.
7. Zhongtai Securities: The sector is expected to gradually recover, and continue to pay attention to clinical CRO investment opportunities.
