This report reflects the discussions and views shared during our RA meeting. These are personal opinions of the team members and should not be interpreted as financial or trading advice. Readers should conduct their own research and consult with financial advisors before making any investment decisions.

Executive Summary

🔵 Overall Stance: The team maintains a neutral stance with an increasingly constructive tilt. While caution persists in the short term, multiple analysts have begun gradually rotating capital into the majors, supported by improving technical indicators, heavy net short sentiment in markets, and anticipated macro clarity post-April 2. The view that we may have found a "local bottom" is gaining...