Internationally:
1. Goldman Sachs raised its estimate of the probability of a US recession to 30%.
2. HSBC: The risk of stagflation in Japan has cast a shadow over the positive outcome of wage negotiations.
3. ANZ: Oil prices are likely to remain above $100 per barrel in the short term.
4. Phillip Nova: Gold prices are likely to remain volatile in the short term.
Domestically:
1. CICC: The current situation may represent a relative low point for A-shares in the medium term; the deep correction has presented a good opportunity to invest.
2. Galaxy Securities: This round of gold price adjustments is more of a change in pace than a trend reversal.
3. CITIC Securities: Power shortages remain the main theme for the year; we remain optimistic about the gas turbine industry chain.
4. Huatai Securities: Focus on the intersection of undervalued and low-crowding sectors and industries that may benefit from high oil prices.
5. Founder Securities: View external shocks rationally; the medium- to long-term positive trend of A-shares remains unchanged.
6. CITIC Securities: Policy support has helped electricity prices bottom out early; industry valuations are regaining expansion. 7. Tianfeng Securities Strategy: The impact of Middle Eastern funds on Hong Kong stocks is more reflected in structural improvements than in short-term dominant forces.
8. CITIC Securities: GDF-15 inhibitors are expected to be approved for the treatment of cancer cachexia.
9. Tianfeng Securities Strategy: The impact of Middle Eastern funds on Hong Kong stocks is more reflected in structural improvements than in short-term dominant forces.
