International
1. OCBC Bank: Raises its year-end 2026 gold price target to $5,600.
2. ForexLive analyst: Gold may not see profit-taking at the $5,000 level.
3. Saxo Bank: Spot silver has historically entered the "triple-digit" era, and may subsequently enter uncharted territory.
4. Pepperstone: A weak dollar boosted gold and silver prices to new highs, maintaining a bullish outlook in the medium term.
5. Goldman Sachs: European credit assets have ignored geopolitical risks and performed relatively stably.
6. Mizuho: Japan's latest currency intervention measures may be more effective.
7. Daiwa Securities: A break below the 159 level for the yen could trigger intervention.
8. TD Securities: The possibility of joint US-Japan intervention cannot be ruled out, and the risk of one-way short bets on the yen is increasing.
Domestic
1. CITIC Securities: Looking ahead to 2026, the computing power boom is expected to continue, and AI applications will see a turning point opportunity.
2. GF Securities: Space-based photovoltaics create new demand for the photovoltaic industry, with global photovoltaic demand expected to reach 645GW.
3. Huajin Securities: The short-term spring rally continues, and A-shares maintain a volatile but slightly upward trend.
4. Everbright Securities: Investors are advised to maintain a stable approach in the near term, but should still hold stocks through the holiday.
5. Everbright Securities: A stable approach is recommended in the near term, but stocks should still be held through the holiday.
6. Everbright Securities: Commercial aerospace has become one of the strongest themes in the market recently, with space-based photovoltaics being a core beneficiary.
7. CITIC Securities: The fundamentals of the banking sector are expected to remain stable, solidifying the bottom line for value investing.
8. Guotai Haitong Securities: Tesla and SpaceX plan to deploy photovoltaic capacity on a large scale, and are optimistic about a new cycle in the photovoltaic equipment industry.
