Jefferies: Raises target price for Broadcom (AVGO.O) from $480 to $500.

New Zealand's manufacturing performance index for November was 51.4, unchanged from the previous month.

Internationally 1. Goldman Sachs: The Fed's hawkish camp has been appeased; future easing depends on the labor market. 2. State Street: The Fed is internally weighing the actual necessity of a 3% target interest rate. 3. Charles Schwab: The Fed's decision may be beneficial to risk assets in the short term, but volatility is expected to remain high. 4. ING: Still expects the Fed to cut rates twice in 2026. 5. ANZ: Gold prices have slightly retreated; the market is becoming more cautious about the Fed's subsequent easing pace. 6. RBC: Expects the average gold price next year to be $4,600. 7. UBS: AI concept stocks are expected to rise further in 2026. 8. Pansen Macro: The German economy is showing signs of recovery; GDP is predicted to rebound in the coming quarters. 9. Morgan Stanley: US Treasury yields are currently low; the Fed's subsequent rate cuts may be less than market expectations. Domestic: 1. CICC: Expectations of a "hawkish rate cut" by the Federal Reserve have reversed; the next rate cut may occur in March. 2. Huatai Securities: The Federal Reserve is expected to pause rate cuts in the future. 3. CICC: Demand in the energy storage industry will remain high in 2026. 4. CITIC Securities: Be wary of the risk of a subsequent marginal weakening of core CPI year-on-year readings after the narrowing of gold price increases. 5. CITIC Securities: A new equilibrium turning point in the electricity market may occur in 2028. 6. CITIC Securities: The Federal Reserve is expected to pause rate cuts in January, with a total of 25bps of rate cuts remaining in the two remaining Powell-chaired policy meetings. 7. Guojin Securities: AI investment is indeed a bubble, but it has its rationale in the US. 8. Guolian Minsheng Macro: The Federal Reserve will enter a wait-and-see period in the first half of next year.