Internationally:
1. UBS: Gold prices will rise to $6,200 amid Fed rate cuts and heightened geopolitical risks.
2. Goldman Sachs: Central bank gold purchases combined with private investment will drive gold prices to slowly climb to $5,400 by the end of the year.
3. Goldman Sachs raises its Q4 2026 oil price forecast.
4. Former Goldman Sachs strategist: The decade-long upward trend of the US dollar is facing a reversal; positive employment news may turn into negative news.
5. Goldman Sachs: Global economic growth is expected to exceed expectations as the impact of tariffs gradually fades.
6. UBS is bullish on Chinese lithium, raising its lithium price forecast.
7. Morgan Stanley: The Swiss franc is the safe-haven currency most similar to gold, and is expected to surge 17% against the US dollar.
8. Barclays: Tariff adjustments may lead to moderate export growth in emerging Asia.
9. ING: A series of Japanese economic data this week are expected to show positive signals, allowing the March meeting to keep interest rates unchanged.
Domestic
1. Xingzheng Strategy: Continues to be optimistic about a new round of upward movement in A-shares after the holiday, focusing on two main themes to capitalize on the "red envelope rally".
2. CITIC Securities: The domestic brain-computer interface industry is about to usher in a DeepSeek moment.
3. CITIC Securities: Recommends focusing on high-quality segments of the humanoid robot industry chain.
4. CITIC Securities: Looking ahead to 2026, we suggest paying attention to three structural opportunities in the emerging home appliance and smart hardware sectors.
5. CITIC Securities: The co-evolution of native multimodal and world model technologies will reshape multiple industry landscapes.
6. CITIC Securities: The spring rally after the holiday is expected to continue, and price increases remain one of the core allocation themes for the first quarter.
