International
1. S&P Global: PMI data shows continued output growth, but future production faces some downside risks.
2. Capital Economics: Japanese stocks may withstand the test of the Bank of Japan's ETF sales.
3. JPMorgan Chase: Foreign investors in Japanese stocks may increase foreign exchange hedging, which could trigger a further sell-off of the yen.
Domestic
1. Huatai Securities: Optimistic about the medium- and long-term valuation opportunities in the securities sector.
2. CITIC Construction Investment: A slowly rising trend is emerging in the long-term interest rate center.
3. CITIC Securities: Leading decentralized long-term rental apartment companies have significant development opportunities.
4. CITIC Securities: Live cattle prices still have room to rise.
5. CITIC Securities: Actively monitor ready-to-drink beverage brands with potential growth in overseas markets.
6. CITIC Securities: The textile manufacturing sector is gradually recovering from the short-term trough caused by US tariff disruptions.
7. CICC: SST is reshaping the future AIDC power supply architecture and we are optimistic about related leading manufacturers. 8. Guosheng Securities: Firmly optimistic about the future of the coal sector.
9. Galaxy Securities: We recommend seizing the opportunity to invest in the airport sector from the bottom.
10. Huatai Securities: The rush to install photovoltaics is driving both volume and profit growth across the industry chain, and we are optimistic about the steady progress of the "anti-involutionary" policy.
