International
1. HSBC: The US dollar is likely to continue to lag behind.
2. HSBC: Bank of Japan Governor Kazuo Ueda's stance may lean towards hawkishness.
3. Mizuho: The Bank of Japan does not believe the risk of raising interest rates behind the times is particularly high.
4. Capital Economics: The Bank of Japan may raise interest rates earlier than expected.
5. ING: Inflation may reshape the Bank of Japan's interest rate hike plans.
6. ING: Bank of Japan Governor Kazuo Ueda is unlikely to hint at further interest rate hikes.
7. Commerzbank: It would be appropriate for the Bank of Japan to take a slightly hawkish stance to support the yen.
8. TD Securities: A competitive landscape is forming in the global physical copper market.
Domestic
1. Huatai Securities: The implementation of debt repayment plans by leading real estate companies signifies a short-term easing of market credit pressure.
2. CITIC Securities: We recommend focusing on advanced packaging and memory packaging segments.
3. CITIC Securities: High silver prices are forcing industrial transformation, ushering in the "copper" era of the photovoltaic metallization revolution.
4. CITIC Securities: Actual sales of baijiu (Chinese liquor) are expected to remain stable during the 2026 Spring Festival; we are optimistic about bottom-fishing opportunities in the industry.
5. CITIC Securities: High silver prices are forcing industrial transformation, ushering in the "copper" era of the photovoltaic metallization revolution.
