Overseas
1. Morgan Stanley: The Fed is expected to cut interest rates seven times by 2026, and the final interest rate will drop to 2.5% to 2.75% starting in March.
2. BlackRock: More DeepSeek moments are expected in China's technology industry.
Domestic
1. Orient Securities: The central bank is expected to continue to cut interest rates and reserve requirements in the second half of the year, and the rate cut may reach 30BP.
2. CITIC Construction Investment: Focus on high-prosperity investment opportunities in the pet sector.
3. CITIC Securities: AI applications are accelerating, focusing on e-commerce, office, and medical scenarios.
4. CITIC Securities: The central bank may adopt methods such as reserve requirement cuts to provide liquidity support to the market.
5. Huatai Securities: Pay attention to high-dividend energy leaders with the ability to increase production and reduce costs and increase natural gas business.
6. CICC: Consumption policies are intensively introduced, and the era of "load is king" has begun.
7. CICC: The gradual increase in the volume of humanoid robots and the reduction in hardware costs are expected to bring incremental demand for sensors such as force, electronic skin, IMU, and vision.
