International
1. Mizuho Securities: Gold and silver prices hit new highs, geopolitical risks spill over, but subsequent momentum remains uncertain.
2. Mitsubishi UFJ: Yen intervention may be ineffective if fiscal risks are not properly addressed.
3. Mitsubishi UFJ: The US dollar may weaken further in 2026.
4. Commerzbank: The French budget is deadlocked, and the high deficit may be difficult to reduce below 5%.
5. IG Group: Geopolitical frictions offset technical corrections in crude oil.
Domestic
1. CITIC Securities: The first batch of L3 pilot projects has been launched, highlighting investment opportunities in automotive intelligence.
2. CITIC Securities: The global liquid cooling market will reach $21.8 billion in 2027.
3. CITIC Securities: Technological iteration drives liquid cooling penetration; optimistic about breakthroughs by domestic manufacturers.
4. Tianfeng Securities: The market is entering a critical window for positioning for the "spring rally."
5. CITIC Securities: The power system capacity shortage problem remains significant, which is expected to support the long-term development of energy storage.
6. Huatai Securities: Buy on dips and look for opportunities to buy on dips during the spring rally.
7. Huatai Securities: EU tariffs have been temporarily suspended, but the trend of tire giants going global remains unchanged.
8. Founder Securities: Liquid cooling has become one of the important measures to alleviate the "power shortage" problem in overseas AI construction.
