International
1. Westpac: The market is underestimating the escalating situation in Greenland.
2. Bank of America: Global investor sentiment is high, with long gold being the most crowded trade.
3. BlackRock CEO Fink: Capitalism must change, or it will lose its legitimacy.
4. Goldman Sachs: Emerging market equities will be the most ideal investment destination globally over the next year and five years.
5. Citigroup: A weak yen may lead to three interest rate hikes by the Bank of Japan in 2026.
6. State Street Asset Management: "High-market trading" remains effective; shorting the yen is the simplest strategy.
Domestic
1. CICC: Foreign exchange settlement is at a seasonal high.
2. Guojin Securities: AI and anti-involution may become the main themes of A-shares in 2026.
3. Galaxy Securities: Continue to be optimistic about the dividend value of the banking sector.
4. CITIC Securities: Optimistic about investment opportunities in domestic computing chips and domestic system-level manufacturers.
5. CITIC Securities: AI applications still have significant growth potential.
6. CITIC Securities: Market speculation is cooling down; a multi-dimensional comparative allocation approach is more prudent in the current environment.
