Overseas
1. Goldman Sachs: Still expects oil supply in the Middle East to remain uninterrupted.
2. Goldman Sachs: Still expects gold to reach $3,700 by the end of the year.
3. Citi: Israel's actions complicate Trump's efforts to lower oil prices.
4. ANZ: Powell may continue to be patient and wait and see.
5. OCBC: The situation in the Middle East is unlikely to cause a big wave unless it triggers an oil shock.
6. RBC: The Middle East crisis has escalated, and attacks on energy facilities are worrying.
7. Swissquote: Risks in the Strait of Hormuz still support oil prices.
Domestic
1. CICC: More optimistic about opportunities in non-US regions in the second half of the year.
2. CITIC Construction Investment: The volatility center of the A-share market is expected to gradually move up in the second half of the year.
3. CITIC Securities: Geopolitical disturbances have increased uncertainty and oil prices may fluctuate sharply.
4. CITIC Securities: The conflict in the Middle East may become an inducement for a structural shift in the market.
5. CITIC Securities: The intensity and duration of the conflict between Israel and Iran may significantly exceed the mutual attacks last year.
6. CITIC Securities: The liquidity of Hong Kong stocks continues to improve. If there is a fluctuation with overseas, it is a good opportunity to increase positions.
7. CITIC Securities: It is expected that the US, UK and Japanese central banks will maintain the policy interest rate unchanged at their interest rate meetings this week.
8. Huatai Securities: The conflict between Iran and Israel has expanded, and oil prices have entered a high volatility phase.
9. Huatai Securities: Q3 volatility is high, and Hong Kong stocks such as dividends and essential consumption can still be used as bottom-line configurations.
