International
1. Citigroup: New gold tax regulations may increase procurement costs by 7%.
2. Goldman Sachs warns: US government shutdown could create the worst economic shock in history.
3. Citigroup: Global AI industry revenue is expected to reach $975 billion by 2030.
4. Bank of America: Volatility has not increased significantly; USD/JPY may first test 158 before rising to 160.
5. ING: The US Treasury yield curve remains too flat.
6. Pansen Macro: The Swiss National Bank may keep interest rates unchanged throughout next year.
7. Deutsche Bank: German economic growth in Q3 met expectations; capital expenditure is the new driver.
8. Goldman Sachs: Prerequisites for yen intervention have not yet been met.
Domestic
1. Huaxi Securities: Bullish on future gold prices.
2. CITIC Securities: New gold tax regulations will have three impacts.
3. CITIC Securities: Strongly bullish on the humanoid robot industry trend.
4. GF Securities: London gold is expected to consolidate and fluctuate before the end of the year, then reach a new high after the first quarter of next year.
5. Zhongtai Securities: The medical device sector has entered a turning point, but the timing of the turning point may vary among different sub-sectors.
6. Capital Economics: The Reserve Bank of Australia has reserved room for future rate cuts, and is expected to cut rates twice in the second half of 2026.
