International
1. UBS Wealth Management: Chinese stocks still have room to rise next year, with AI and technology driving long-term profit growth.
2. Barclays: Expects the Bank of Japan to raise interest rates in July and December next year.
3. Barclays: The Korean won is strengthening under verbal intervention.
4. Trader OANDA: Multiple factors are driving an epic rally in precious metals; gold and silver may move towards $5000 and $90 next year, respectively.
Domestic
1. CICC: Suggests downplaying gold price point predictions and focusing more on the timing of asset trend changes.
2. CICC: Firmly optimistic about the revaluation of Chinese assets and maintains an overweight position in Chinese stocks.
3. CITIC Securities: Utilize aggregate tools such as reserve requirement ratio cuts and interest rate cuts to maintain stable macro liquidity.
4. CITIC Securities: 2026 asset class outlook; gold is expected to hit $5000.
5. CITIC Securities: The trend of central banks downplaying quantitative targets continues.
6. CITIC Securities: The investment logic for the controlled nuclear fusion industry is shifting from thematic narratives to industry trend investment.
7. Huatai Securities: RMB appreciation is conducive to the revaluation of related asset prices.
8. CITIC Securities: Storage price increases have been passed on to the consumer end.
9. Galaxy Securities: Leading liquor companies have set the tone for their 2026 strategies, with counter-cyclical adjustments and long-term transformation proceeding in parallel.
