国外1. 高盛：预计美元还会进一步下跌。2. 摩根大通：美联储降息将给美债带来巨大机遇。3. 德银下调美国股指年底目标，警告关税潜在影响。国内1. 中信证券：充分相信国家维护资本市场稳定的决心。2. 中信证券：钨矿开采指标收紧，钨价中枢有望上行。3. 中信建投：当前燃料电池车板块预期较弱，5-6月旺季可能出现销量向上拐点。4. 华泰证券：互联网金融平台行业估值性价比凸显。5. 华泰证券：一季度金融股仓位有所下行，把握结构机会。6. 国金证券：医药板块具备良好的抗风险能力和成长进攻能力。7. 招商证券：MLF

Group 1: International Insights - Goldman Sachs expects further depreciation of the US dollar [2] - JPMorgan highlights that Federal Reserve rate cuts will present significant opportunities for US Treasury bonds [2] - Deutsche Bank lowers year-end targets for US stock indices, warning about potential impacts from tariffs [2] Group 2: Domestic Insights - CITIC Securities expresses strong confidence in the government's commitment to stabilizing the capital market [2] - CITIC Securities notes tightening indicators for tungsten mining, suggesting a potential upward shift in tungsten prices [2] - CITIC JianTou indicates weak expectations for the fuel cell vehicle sector, but anticipates a sales turning point in May-June [2] - Huatai Securities points out that the valuation of internet financial platforms is becoming more attractive [2] - Huatai Securities observes a decrease in financial stock positions in Q1, recommending to seize structural opportunities [2] - Guojin Securities asserts that the pharmaceutical sector possesses strong risk resistance and growth potential [2] - China Merchants Securities states that MLF net injections are providing mid-term liquidity support for banks, with potential for further reserve requirement ratio cuts to provide long-term funding [2]