International
1. Mitsubishi UFJ: Expectations of a European Central Bank rate hike could alleviate the impact of the conflict on the euro.
2. Aofei Investment: The Federal Reserve may face a dilemma regarding its dual mandate.
3. KCM Trading: Gold prices are attractive at current levels, but remain suppressed by hawkish central banks.
4. Carson Group: The Nasdaq has confirmed a correction, and market fatigue caused by the war continues.
5. Former Bank of Japan board member: The central bank may issue warnings about sharp inflationary fluctuations triggered by the Iran war.
Domestic
1. CITIC Securities: Oil shipping companies' profits are expected to reach new highs in 2026.
2. CITIC Securities: PCBA and Q-fabrication segments are expected to continue to grow year-on-year in the first quarter of 2026.
3. CITIC Securities: Game license issuance was stable in March, and game types are becoming increasingly diversified.
4. Huatai Securities: Global lithium carbonate is expected to maintain a tight supply-demand balance.
5. CITIC Securities: European natural gas prices are soaring, and heat pumps are reaching a recovery inflection point.
6. Huatai Securities: The global lithium carbonate market is expected to maintain a tight supply-demand balance.
7. Wang Han, Chief Economist of Industrial Securities: A-shares should not be overly pessimistic in the second quarter.
8. Founder Securities: The implementation plan for high-quality development of energy-saving equipment has been released, highlighting the significant long-term investment value of the environmental protection sector.
