国外1. 杰富瑞：将标普500年底目标从6000点下调至5300点。2. 贝莱德：美股短期承压，但长期仍具吸引力。3. 三菱日联：英镑兑欧元可能继续表现不佳。4. 摩根士丹利：下调韩国今年经济增长预期至1%。国内1. 中金：上调原油过剩预期，下调油价预期。2. 中信证券：自主可控升级，国产科学仪器迎来战略机遇。3. 中信建投：当前稀土板块攻守兼备，建议积极关注。4. 中信证券：BC电池产能扩张有望提速。5. 国金证券：政策显“扩内需”决心，关注两大方向。6. 中信建投：中期维度仍不可轻言抄底美债。7. 银河

Group 1: International Insights - Jefferies has lowered its year-end target for the S&P 500 from 6000 points to 5300 points [1] - BlackRock indicates that while US stocks are under short-term pressure, they remain attractive in the long term [2] - Mitsubishi UFJ suggests that the British pound may continue to perform poorly against the euro [2] - Morgan Stanley has reduced its economic growth forecast for South Korea to 1% for this year [2] Group 2: Domestic Insights - CICC has raised its expectations for oil surplus while lowering its oil price forecast [2] - CITIC Securities highlights strategic opportunities for domestic scientific instruments due to the push for self-sufficiency [2] - CITIC Construction Investment notes that the rare earth sector is well-positioned for both offensive and defensive strategies, recommending active attention [2] - CITIC Securities anticipates accelerated capacity expansion for BC batteries [2] - Guojin Securities emphasizes the government's determination to expand domestic demand, focusing on two major directions [2] - CITIC Construction Investment advises caution against bottom-fishing US Treasuries in the mid-term [2] - Galaxy Securities expects a continuation of moderately loose monetary policy, with increased expectations for rate cuts and reserve requirement ratio reductions [2]