International
1. Wells Fargo: Supply constraints make high growth unsustainable.
2. JPMorgan Chase: Strong US corporate profits but continued leverage.
3. OCBC Bank: Continued concerns about foreign exchange intervention limit USD/JPY upside potential.
Domestic
1. Huatai Securities: Strong March exports highlight China's chemical supply advantage.
2. Huatai Securities: Both supply and demand are favorable, potentially leading to a new boom in bulk chemicals in the second half of 2026.
3. Huaxi Securities: Demand recovery in the catering industry enhances the competitiveness of leading supply chain companies.
4. CITIC Securities: Strong recovery in the technology sector in April; adhere to four main themes of technology prosperity.
5. CITIC Securities: Continued upward trend in the electronics industry; firmly optimistic about four directions.
6. CITIC Securities: The green fuel industry is entering a strategic development opportunity period; recommend focusing on three main themes.
7. CITIC Securities: Moderate inflation but restrained capacity expansion; clear upward signals for the lithium battery energy storage sector.
8. CITIC Securities Real Estate Mid-Year Investment Strategy for 2026: A Glimmer of Hope, Breakthrough from Three Sides.
