International
1. EIA: Projects an average WTI crude oil price of $76.26/barrel and a Brent crude oil price of $82/barrel in 2026.
2. EIA: Most crude oil production will recover to pre-war levels by the end of this year.
3. DBS Bank: The medium-term outlook for gold remains slightly more constructive.
4. Mitsubishi UFJ: The yen is unlikely to strengthen without catalysts.
5. S&P Dow Jones places Indonesia on its watch list, potentially downgrading it to a frontier market.
6. Capital Economics: The Reserve Bank of New Zealand has begun a long tightening cycle, with rate hikes expected every two meetings.
7. Capital Economics: Canada's surge in trade surplus is entirely due to price effects.
8. Royal Bank of Canada: Canadian trade flows remain influenced by US policy.
Domestic
1. CICC: Bullish on express shipping, focusing on improvements in aviation costs.
2. CITIC Securities: Judges that the coal sector is currently in a new round of rebound.
3. CITIC Securities: AI PCB demand is surging, and the trend of high-end upgrades is clear.
4. CITIC Securities: Significant fluctuations do not change the AI supercycle; focus on domestic computing power "Plan B".
5. Galaxy Securities: Recommend focusing on leading computing power leasing companies.
6. Haitong International: After further easing of pressure, the AI market is expected to return to an upward trend.
7. CICC Transportation Sector Outlook for the Second Half of 2026: Optimistic about express delivery and shipping; pay attention to improvements in aviation costs.
