1. Citigroup sets its 2026 S&P 500 target at 7700 points, expecting artificial intelligence to remain a key theme.
2. Goldman Sachs raises its 2026 copper price forecast due to reduced tariff risks.
3. Mitsubishi UFJ's forward-looking non-farm payrolls report: worsening data could accelerate the dollar sell-off by year-end.
4. ANZ: In a bull market scenario, gold prices could break $5000/oz in 2026.
5. Commerzbank: Silver prices are too high and caution is advised, but the long-term demand outlook remains optimistic.
6. Saxo Bank: This week's data may lead to a repricing of US interest rates.
Domestic:
1. CITIC Securities: Bullish on medium-term investment opportunities in the US software sector.
2. CITIC Securities: New steel export policies are imminent, and coking coal demand remains uncertain.
3. BOC Securities: Focusing on new productivity and anti-involution, wind, solar, and energy storage, lithium batteries, and robotics are expected to benefit comprehensively.
4. CITIC Securities: We recommend focusing on the investment opportunities presented by the double whammy of earnings growth and valuation recovery in the insurance sector.
5. China Post Securities: In a low-interest-rate environment, asset allocation in wealth management products is stabilizing, and there is still room for growth in scale in 2026.
6. CICC: We expect the wealth management industry to grow by 8% in 2026, reaching 36 trillion yuan. Volatility in the bond market may bring redemption pressure.
