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International 1. BNP Paribas: Gold prices are expected to reach $6,000 this year, a logical upward trend. 2. Wells Fargo: Profit-taking will not hinder the long-term bull market; raises gold target price to $6,300. 3. JPMorgan Chase: If private se

2026-02-11

International 1. BNP Paribas: Gold prices are expected to reach $6,000 this year, a logical upward trend. 2. Wells Fargo: Profit-taking will not hinder the long-term bull market; raises gold target price to $6,300. 3. JPMorgan Chase: If private sector demand continues to grow, gold prices could reach approximately $8,000/ounce by the end of this decade. 4. World Silver Institute: Expects the silver market to experience a deficit for the sixth consecutive year. 5. TD Securities: Few alternatives to US Treasuries; foreign investors' interest in holding bonds remains strong. 6. ING: The political risk premium on UK government bonds may persist. 7. Commerzbank: The euro's strength is driven by external factors; the ECB has limited room for maneuver. Domestic 1. CITIC Securities: ByteDance Seedance 2.0 video model released; remains optimistic about AI-powered animation. 2. CICC: Expects a slowdown in the pace of bank balance sheet expansion in the future. 3. CITIC Securities: The photovoltaic cell module industry is expected to see accelerated "anti-involution." 4. Tianfeng Securities: Investment in gold bars and coins may continue to perform well throughout the year. 5. Galaxy Securities: Optimistic about the long-term empowerment of AI video tools on the film and television industry. 6. Galaxy Securities: The Spring Festival holiday is expected to provide ample time for the release of box office revenue; pay attention to the subsequent box office performance during the Spring Festival period.

Other News
2026-02-10

Individual Stock News: 1. Ferrari (RACE.N): Orders are booked until the end of 2027, demand remains very strong. 2. Alphabet (GOOG.O)'s sterling bond issuance attracted a record £24 billion in subscriptions. 3. Spotify (SPOT.N) reported 759 millio

Individual Stock News: 1. Ferrari (RACE.N): Orders are booked until the end of 2027, demand remains very strong. 2. Alphabet (GOOG.O)'s sterling bond issuance attracted a record £24 billion in subscriptions. 3. Spotify (SPOT.N) reported 759 million monthly active users in the first quarter, exceeding market expectations of 752 million. 4. Apple (AAPL.O) and Google (GOOG.O) made commitments to the UK's competition regulator in accordance with the UK's digital rules handbook. 5. Target (TGT.N) is cutting approximately 500 jobs to streamline operations, stating that this will improve the customer experience in its stores. 6. Nike (NKE.N) subsidiary Converse has officially notified employees of work-from-home arrangements and is about to begin layoffs and restructuring plans. 7. AstraZeneca (AZN.O) CFO: The impact of US pricing has been incorporated into the 2026 earnings guidance, and this impact exists to some extent. 8. Philips (PHG.N): Q4 sales increased by 1% year-on-year to €5.1 billion, better than market expectations; comparable sales grew by 7%, better than the analyst consensus estimate of 4.9%. 9. Coca-Cola (KO.N): Q4 net revenue was $11.8 billion, compared to market expectations of $12.03 billion; capital expenditures for 2026 are projected at $2.2 billion, compared to market expectations of $2.31 billion. 10. Amazon (AMZN.O): AWS has signaled to publishing executives its plans to launch a marketplace where publishers can sell content to companies offering AI products. 11. TSMC (TSM.N): January revenue was NT$401.26 billion (NT$335 billion last month), a year-on-year increase of 36.8%, a record high; the board approved an allocation of approximately US$44.962 billion for the installation and upgrading of advanced technology capacity, etc.
2026-02-11

Key News 1. National Bureau of Statistics: January CPI rose 0.2% year-on-year, while PPI's year-on-year decline narrowed and month-on-month growth widened. 2. A 2.05 billion yuan "New Year's gift package" will benefit consumers during the Spring Fe

Key News 1. National Bureau of Statistics: January CPI rose 0.2% year-on-year, while PPI's year-on-year decline narrowed and month-on-month growth widened. 2. A 2.05 billion yuan "New Year's gift package" will benefit consumers during the Spring Festival. 3. Ministry of Commerce: The prize money for prize-winning invoices during the 9-day Spring Festival holiday will exceed 1 billion yuan. 4. my country successfully completed its first sea search and recovery mission for the return capsule of a manned spacecraft. 5. China Association of Automobile Manufacturers: In January, my country's production and sales of new energy vehicles reached 1.041 million and 945,000 units respectively, representing year-on-year increases of 2.5% and 0.1%. Individual Stock News 1. Data on main capital flows shows that Northern Rare Earth saw the largest net inflow of main capital at 1.499 billion yuan, followed by GEM Co., Zijin Mining, Zaisheng Technology, and China Tungsten High-Tech. New Easun saw the largest net outflow of main capital at 3.05 billion yuan, followed by Zhongji Xuchuang, BlueFocus, Jiesheng Shares, and Chinese Online. 2. Zhao Haijun, SMIC: Orders related to AI, storage, and mid-to-high-end applications have increased. 3. Liang Jianhua, Chairman of Supercomputing: Considering investing in intelligent device and other intelligent computing-related companies. 4. iFlytek Spark X2 Released: Based on fully domestic computing power, directly addressing the core upgrade needs of the industry. 5. Guoxuan High-Tech Establishes Low-Altitude Economy Company. 6. Yonghui Supermarket CEO: Same-store sales and customer traffic both increased after five years.
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