International
1. Bank of America: Despite soaring oil prices, the threshold for a Bank of Canada rate hike is expected to remain high.
2. Sky Links Capital: Expectations of rate cuts are cooling, and the anticipated end to the Middle East conflict may limit the upside potential for gold prices.
3. Mitsubishi UFJ: Oil shipping in the Strait of Hormuz may gradually resume, and tankers are reportedly testing new routes.
4. JPMorgan Chase's Dimon: Weakening credit cycle may lead to greater-than-expected losses; he criticizes US regulatory rules as "absurd."
Domestic
1. CICC: Both gold investment demand and prices may have room for upward correction.
2. CICC: We recommend positioning in fully priced assets on the left side, using low-volatility dividends or reducing positions to hedge against volatility.
3. CITIC Securities: Closely monitor the Middle East situation and seize opportunities in China's advantageous assets.
4. Huatai Securities: Optimistic about leading Chinese home appliance companies continuing to increase their market share in the Middle East.
5. Huatai Securities: With the recent continuous correction in the secondary market, projects with stable valuations and high distribution rates within various sectors may present short-term trading opportunities. 6. Huatai Securities: Awaiting right-side signals amid fluctuating geopolitical tensions.
7. Huatai Securities: The US dollar and oil prices have been stronger than expected this year, while global liquidity easing has been lower than anticipated.
8. CITIC Securities: The strong growth momentum of Chinese power equipment exports continues, with strong expectations continuing to materialize.
