Internationally:
1. Goldman Sachs: Low valuations in tech stocks may present a good entry opportunity for investors.
2. EIA: Oil prices may still rise in the coming months even if the Strait of Hormuz reopens.
3. TD Securities: The recent rally in the US dollar is unlikely to be sustained.
4. Societe Generale: If the Fed holds rates steady this year, the US dollar is likely to remain range-bound.
5. UBS: Lowered its S&P 500 target to 7000 points.
6. Mitsubishi UFJ: A moderate appreciation of the US dollar may reflect underlying economic concerns.
7. Commonwealth Bank of Australia: The US-Iran conflict may end in May rather than the previously expected June.
8. First Abu Dhabi Bank: Rising oil prices may become a more structural driver of inflation.
Domestically:
1. CICC: Gold has a superior short-term allocation value compared to other non-cash assets.
2. CITIC Securities: Bullish on coal price performance in the second quarter, the sector is expected to start a new round of market activity. 3. CITIC Securities: We recommend focusing on cloud computing industry chain and related computing power leasing companies.
4. Guosheng Securities: Geopolitical conflicts and supply optimization are driving an upward trend in the PET bottle chip market.
5. CITIC Securities: Listed banks are expected to see strong revenue and stable performance in 2025; we recommend prioritizing companies with strong fundamentals and high dividend yields.
