Internationally:
1. Bank of America: Maintains a bearish view on the US dollar in the medium term.
2. Goldman Sachs: Oil prices may remain high.
3. Morgan Stanley: If oil prices rise to $120, it will pose a serious threat to Asian economies.
4. UBS raised its oil price forecasts for 2026-2027.
5. UOB: Brent crude oil prices may break through $130 in the short term.
6. HSBC: Maintains its expectation that the Federal Reserve will hold rates steady for the next two years.
7. Fitch: Asset allocation shifts may increase downward pressure on gold.
Domestically:
1. Dayou Futures: Gold still has room to fall in the short term.
2. Huatai Securities: A persistent oil supply gap may raise the medium-term oil price level.
3. CITIC Securities: The medium- to long-term logic for gold remains intact.
4. CITIC Securities: Domestic coal prices are expected to gradually enter an upward channel, and the price increase is sustainable.
5. CITIC Securities: The supply shortage in the energy storage industry is expected to continue until the end of 2027.
6. CITIC Securities: Bullish on industries benefiting from persistently high oil prices, such as new energy and energy storage.
7. Cinda Futures: The core of the current gold price trend lies in the renewed constraint of rising energy prices on interest rate expectations.
8. Yuekai Securities: In the long term, favorable factors supporting gold prices remain.
9. Galaxy Securities: Amid geopolitical conflicts and high oil prices, Hong Kong stock investment strategies should focus on three main themes.
