International
1. JPMorgan Chase: Market sell-off is a warning to Trump.
2. ING: Geopolitical tensions are continuously pushing gold and silver to new highs.
3. Societe Generale: Three factors are shaping the "perfect storm" driving US Treasury yields.
4. UBS CEO: Exiting US assets is a "dangerous gamble."
5. Commerzbank: Asian currencies may remain relatively stable.
6. Citigroup: Japanese bond turmoil could lead to a sell-off of up to $130 billion in US Treasuries.
7. HSBC significantly adjusts its yen forecast: from bullish at 150 to bearish at 160, traditional interest rate correlations no longer apply.
8. HSBC: If the Reserve Bank of Australia is forced to raise interest rates in February, it may be accompanied by growing pains.
Domestic
1. CITIC Securities: Optimistic about investment opportunities in the domestic memory chain, including supporting semiconductor equipment and packaging and testing.
2. Huatai Securities: 2026 is a crucial year for the global industrialization of Level 4 autonomous driving. 3. Huachuang Securities: China's electric vehicle exports are expected to usher in a safer and more stable development opportunity.
4. CITIC Securities: The construction of zero-carbon factories is expected to boost demand in the green hydrogen ammonia and methanol industry.
5. CITIC Securities: State Grid's "15th Five-Year Plan" investment plan is accelerating; optimistic about leading construction and service companies.
6. CITIC Securities: The future trend of copper prices remains uncertain.
7. CITIC Securities: Optimistic about investment opportunities in the domestic memory chain, including supporting semiconductor equipment and packaging and testing.
