International
1. JPMorgan: Gold prices are expected to reach $6,300/oz by the end of 2026.
2. UBS: Gold prices are expected to reach $6,200/oz in the coming months.
3. Citigroup: Bullish on copper prices in the short term, expecting them to rise to $14,000 in the next three months.
4. Goldman Sachs: AI contributed almost nothing to US GDP last year.
5. Reuters survey: The S&P 500 is expected to rise 10% to 7,500 points by the end of 2026.
6. Societe Generale: Geopolitical uncertainty supports safe-haven demand in the bond market.
7. ING: The pound may fall if the Bank of England governor hints at a rate cut in March.
8. Scotiabank: The Bank of Canada is expected to hold rates steady until the outlook becomes clearer.
Domestic
1. CITIC Securities: Domestic large-scale computing models exceeded expectations; focus on investment opportunities in domestic computing power.
2. CITIC Securities: Similar to the storage supercycle, this round of the electronics manufacturing cycle may be even more intense.
3. CITIC Securities: Domestic and international large-scale models are undergoing intensive iterations; we remain optimistic about the AI industry chain.
4. CITIC Securities: AIDC construction drives demand for supporting equipment; we are focusing on the gas turbine, engine, and other related industry chains.
5. Founder Securities: The AI major cycle has begun, with broad prospects for overseas expansion.
6. Galaxy Securities: Several flagship new energy products are expected to be launched successively after the holiday, and the automotive market consumption is expected to recover.
