Internationally:
1. Goldman Sachs: Global oil demand is expected to continue growing.
2. Morgan Stanley: The Hang Seng Index is projected to reach 34,700 points by the end of the year in the most optimistic scenario, and 18,700 points in the most pessimistic scenario.
3. Barclays: Predicts the Federal Reserve will expand its balance sheet earlier than expected, starting to purchase Treasury bills in February next year.
4. ING: The decline in the pound against the euro may be reversed.
5. Bank of America survey: The market is divided on the future interest rate outlook driven by AI.
6. Rabobank: UK government bonds are expected to remain tight.
7. Macquarie: Fiscal concerns and budget uncertainty in the UK and France are dragging down the pound and the euro.
Domestically:
1. CICC: The current gold bull market may not be over yet, and a breakthrough of $5,000 next year is not ruled out.
2. CICC: No signs of a top in the Chinese stock bull market have been seen yet; overweighting is recommended.
3. Guotai Haitong: With the liquidity crisis easing, gold has returned to an upward trend.
4. Guotai Haitong Securities: Storage is entering a super-cycle; focus on the price elasticity of consumer-grade storage.
5. Zhongtai Securities: Supply and demand dynamics continue to improve; the aviation industry is entering an upward cycle.
6. Zhongtai Securities: Continue to be optimistic about the stability and sustainability of bank stocks.
7. CITIC Securities: my country possesses advantages across the entire rare earth industry chain; future focus will be on areas driven by demand for NdFeB materials.
8. CITIC Securities: Credit demand still needs to be boosted; bank operating expectations are stabilizing.
9. Galaxy Securities: The market is expected to remain volatile at the end of the year.
10. Xiangcai Securities: High technology remains the main theme of the capital market; the long-term bullish logic on gold remains unchanged.
11. Huatai Securities: The catch-up logic of low-priced sectors still has room for short-term development.
