Foreign
1. Citi: Gold will fall back below $3,000 in the next few quarters.
2. Citi: Brent crude oil prices are expected to be around $70-80 per barrel in the near future.
3. Morgan Stanley: The "Big and Beautiful" bill may not mean big growth.
4. Bank of America: Foreign demand for U.S. Treasuries is declining.
5. ING: The upside potential of the U.S. dollar is limited.
6. Commerzbank: The strengthening of the U.S. dollar is not driven by its safe-haven properties.
7. UOB; the U.S.-Japan exchange rate may test the 145 mark.
8. Royal Bank of Canada: The U.S. stock market faces a risk of a 20% decline in a high inflation scenario.
Domestic
1. CITIC Securities: The economy is expected to continue to grow rapidly in the second quarter.
2. CITIC Securities: The long-term growth trend of the controlled nuclear fusion industry has been established.
3. CITIC Securities: Policies strengthen the quality supervision of the entire chain of drugs and consumables, which is expected to benefit high-quality imitation and innovation leading enterprises.
4. Zheshang Securities: The second half of the year may show a bullish structure of stocks and bonds.
5. Huatai Securities: As the situation in the Middle East escalates, oil shipping rates may jump.
6. Tianfeng Securities: Pay attention to high-elasticity industry opportunities such as storage, edge AI, and CIS.
7. Cathay Pacific Haitong: The industry prosperity of the liquor industry in the second quarter is still bottoming out from a month-on-month perspective.
