Foreign
1. ING: Geopolitical situation still supports the gold market.
2. Commerzbank: US policy is difficult to change, and the US dollar faces the risk of further depreciation.
3. Bank of America: The Bank of England may accelerate the pace of interest rate cuts.
4. BlackRock: Under global economic uncertainty, the Bank of Japan is expected to continue to wait and see this year.
Domestic
1. CITIC Securities: Pay attention to stablecoin issuers with high certainty of approval.
2. CITIC Construction Investment: New materials industry upgrade brings long-term opportunities.
3. CITIC Construction Investment: The bottom of power equipment and new energy has been cast, and the rise needs to wait for positive changes to appear.
4. Huatai Securities: The conflict between Iran and Israel may lead to a rebound in coal prices.
5. Huatai Securities: Maintain the baseline judgment that the Federal Reserve is likely to prevent two interest rate cuts in September-December.
6. Tianfeng Securities: The market size of stablecoins has jumped, reconstructing a new paradigm for cross-border payments.
7. Minsheng Securities: The trend of using stablecoins to replace traditional cross-border payments in cross-border payments may continue to advance.
