Abroad
1. Goldman Sachs: China's stock market remains resilient, maintaining an "overweight" rating.
2. Goldman Sachs: Raise the target values for MSCI China and CSI 300 for the next 12 months.
3. Goldman Sachs: Raise the US core PCE inflation to 3.8% by the end of 2025.
4. Goldman Sachs: It will take time for the job market to weaken, and there is a high probability of waiting next month.
5. Bank of America: Gold prices can easily trade above 3,000, but will not exceed 3,500 for now.
6. Citi: Lower the short-term price forecast for Brent crude to $55 as the US-Iran nuclear agreement is expected to be reached.
7. MUFG: The Fed's cautious attitude towards rate cuts may not necessarily strengthen the US dollar.
8. Pansen Macro: The Bank of England is expected to cut interest rates by another 75 basis points this year.
9. TD Securities: If the Bank of England hints at more aggressive rate cuts, the pound will face a blow.
10. Pansen Macro: German factory orders in March were strong, but will be hit by tariffs later.
11. ING: The euro may benefit from de-dollarization, but there is still a way to go.
Domestic
1. CICC: The Fed will not preemptively cut interest rates.
2. CICC: The central bank cuts interest rates, and bank deposit rates may also be lowered in the future.
3. CITIC Securities: The progress of China-US trade negotiations can be summarized as "three steps".
4. CITIC Securities: It is still expected that the Fed will cut interest rates less than or equal to 2 times this year.
5. CITIC Securities: Supply continues to shrink, and storage is expanding.
6. CITIC Securities: The impact of a package of financial policies on bank operating expectations is neutral to positive.
7. CITIC Construction Investment: In the future, fertility subsidies may be improved in three dimensions.
8. CITIC Securities: 2025 will be the first year of mass production of the embodied intelligent robot industry.
9. CITIC Securities: It is expected that the deposit rate cut will be gradually implemented soon.
10. Minsheng Macro: The Fed's subjective willingness to cut interest rates in June is not strong.
11. Soochow Securities: The clear policy implementation path injects strong confidence into the market.
12. Huatai Securities: The Fed's subsequent interest rate cut decision depends on tariffs and data, especially employment data.
13. Huachuang Securities: The combination of "one bank, one bureau, and one association" will bring about the strengthening of market risk preference.
14. Founder Securities: Lightweighting is an important industry trend of humanoid robots, and materials such as magnesium alloys and PEEK may usher in an upward penetration rate.
