Internationally:
1. Goldman Sachs: Better-than-expected non-farm payrolls; a surprise rise in Friday's CPI could lead to a hawkish turn by the Fed.
2. TD Securities: Postponed its Fed rate cut expectations from March to June, still anticipating three rate cuts this year.
3. Nomura: The Sanae Takashi government is expected to strengthen fiscal discipline, leading to a stronger yen.
4. Head of Macro Research at Monex: The possibility of a Fed rate cut in March has been eliminated.
Domestically:
1. CITIC Securities: Expects no further rate cuts during Powell's term.
2. Huatai Securities: Expects the Fed to postpone rate cuts before the June meeting.
3. Huaxi Securities: Commercial spaceflight is accelerating; recommends suppliers of components and chips related to low-orbit satellites.
4. CITIC Securities: Commodities are expected to remain a preferred investment direction in 2026.
5. CITIC Securities: Peak growth and expanding demand; focus on high-quality AI animation production capacity. 6. CITIC Securities: The reliable capacity market may be the focus of market development in the next stage. We recommend paying attention to investment opportunities in baseload power, energy storage, and related industrial chains.
7. CITIC Securities: AI is expected to enable surgical robots to operate autonomously, which will benefit industry penetration and the valuation of related companies.
