Overseas
1. Goldman Sachs: If Iran disturbs the Strait of Hormuz, Brent crude oil may soar to $110.
2. HSBC: The uncertainty of US policy still puts pressure on the US dollar.
3. Saxo Bank: Countries that are highly dependent on oil imports will face multiple obstacles.
4. Bank of America: Investors are more interested in Japanese stocks because US stocks are overvalued.
5. Mitsubishi UFJ: The Philippine peso, Korean won and Thai baht are more vulnerable to soaring oil prices.
6. British investment bank Panmure Liberum: If the Strait of Hormuz is closed, the stock market may plummet by 20%.
Domestic
1. CITIC Construction Investment: Continue to be optimistic about the development of the stablecoin industry.
2. CITIC Securities: The traditional cross-border payment pattern is accelerating its reshaping.
3. CITIC Securities: In the short term, various assets may repeat their instinctive reactions to emergencies.
4. CITIC Construction Investment: The robot sector has adjusted and differentiated, and the attention to solid-state batteries continues to increase.
5. CITIC Securities: The Democratic Republic of the Congo extends its cobalt export ban, and cobalt prices are expected to start a second round of increases.
