International
1. JPMorgan: The bull market trend in US stocks remains unchanged; the S&P 500 is expected to break through 7000 points soon.
2. UBS: If Trump's tariffs are overturned, the Fed may have an opportunity to cut interest rates amid pressure on US finances.
3. Natixis: If Trump loses the tariff case, US trade policy will fall into deeper uncertainty.
4. TD Securities: The pound will underperform other G10 currencies before the budget bill.
5. ING: The pound should continue to be weak and is unlikely to fall sharply in the short term.
6. Nomura Securities: The Bank of England is expected to complete this round of interest rate cuts in April next year.
7. Capital Economics: If Trump's tariff policy is rejected, fiscal issues will be the primary concern for investors.
8. State Street Global Advisors: Raised its benchmark gold price forecast to $3700-$4100.
Domestic
1. CICC: Quantum computing is at a critical inflection point from scientific breakthroughs to commercial applications.
2. CITIC Securities: Upward revisions to the robotics sector's performance require a new round of catalysts or the realization of industry trends.
3. CITIC Securities: Further refinement and standardization of the new gold tax policy will promote the healthy and positive development of the industry.
4. CITIC Securities: The shift of increased aluminum supply overseas will not change the tight supply-demand balance.
5. Huatai Securities: The large-scale reallocation of medium- and long-term deposits next year may benefit the stock market.
6. Huatai Securities: Attention to high-quality leading companies in the "old economy" sector is expected to increase.
