国外1. 花旗：寻求进入中国A股的量化基金需求在不断增长。2. 德银：欧洲央行宽松周期已结束，下一步行动是加息。国内1. 中金：美国钢铁价格短期或维持高位，长期中枢或上移。2. 国泰海通：育儿补贴规模或达年均千亿，提振乳品等行业需求。3. 中信建投：REITs板块间分化持续，调整后有望迎来更佳配置机会。4. 中信证券：育儿补贴方案公布，母婴连锁受益明确。5. 华泰证券：WAIC上海新政推动Robotaxi加速。6. 民生固收：短期内利率上行空间有限，收益曲线受长端利率影响有所提高偏中性。7. 中信证券：继续

Group 1 - Citigroup reports increasing demand for quantitative funds seeking to enter China's A-shares market [2] - Deutsche Bank indicates that the European Central Bank's easing cycle has ended, with the next action being interest rate hikes [2] Group 2 - CICC suggests that U.S. steel prices may remain high in the short term, with a potential upward shift in the long-term average [3] - Guotai Junan estimates that the scale of childcare subsidies could reach an annual average of 100 billion, boosting demand in the dairy industry and others [3] - CITIC Securities highlights that the newly announced childcare subsidy plan will clearly benefit maternal and infant retail chains [3] - Huatai Securities notes that the new policies from WAIC in Shanghai will accelerate the development of Robotaxi [3] - Minsheng Fixed Income states that the short-term space for interest rate increases is limited, with the yield curve being influenced by long-term rates [3] - CITIC Securities continues to focus on issuers likely to obtain the first batch of stablecoin licenses and platforms that are deterministically involved in the creation of stablecoin usage scenarios [3]