Internationally:
1. Goldman Sachs: Chinese stocks are entering a growth phase, with potential returns of 30% for A-shares and H-shares by the end of next year.
2. Goldman Sachs predicts: The current US government shutdown will have the largest economic impact on record.
3. Bank of America: Gold and Chinese stocks are the best tools to hedge against the US AI bubble.
4. Morgan Stanley: Gold prices may rise to $4,500 by mid-2026.
5. Nomura Securities: Raised its forecasts for the MSCI China and MSCI ex Japan Asia indices, bullish on earnings growth and the prospects for artificial intelligence.
6. HSBC: The US dollar may bottom out in early 2026; speeches by Fed officials this week will be the focus.
7. Morgan Stanley raised its Brent crude oil price forecast for the first half of 2026 to $60 per barrel.
8. Barclays and Bank of America expect the ECB will not cut interest rates further this year.
9. Capital Economics: Cooling inflation in the Eurozone may prompt the ECB to cut interest rates again. Domestic
1. CITIC Securities: A-shares may enter a new round of sideways consolidation.
2. CITIC Securities: Optimistic about embodied models becoming a focus of industrial development.
3. CITIC Securities: The end of the year marks the start of a period of long-term capital allocation, which will help catalyze the market performance of bank stocks.
4. Zheshang Securities: Adhering to a systematic "slow" bull market mindset, maintaining current holdings without making any changes.
5. Tianfeng Securities: The edge AI industry chain is accelerating, and 2026 is expected to be a big year for edge AI.
6. Zhongtai Securities: Driven by both policy and technology, the photovoltaic industry is moving towards high-quality development.
