International
1. UBS: Australia's Q1 CPI is projected to be around 5.0%, paving the way for rate hikes in May and August.
2. HSBC: The Reserve Bank of Australia may continue to monitor excessive inflation in the short term.
3. Nomura: Rising oil prices may cause the Bank of Japan to postpone rate hikes.
4. Goldman Sachs: Expects Shanghai and Shenzhen housing prices to rise by 15% over the next three years.
5. Citigroup upgrades its rating on US stocks, favoring "defensive stocks."
6. Barclays: Expects the Bank of Thailand to maintain its interest rate unchanged throughout 2026.
7. ING: The Strait of Hormuz being under US control is a more favorable outcome for the market.
8. Commonwealth Bank of Australia: Soaring sulfuric acid prices threaten fertilizer and metal supplies.
Domestic
1. CITIC Securities: 2026 will be a year of significant price increases for electronic fabrics, and leading companies' earnings forecasts may be significantly revised upwards.
2. CITIC Securities: The current valuation of the securities sector is at a historical low, and further upside potential is expected. 3. Huatai Securities: The supply-demand restructuring and recovery in the liquor industry is becoming clearer; focus on three main investment themes.
4. CITIC Securities: Gold prices may see a rebound driven by liquidity.
5. CICC: Tencent Holdings' core businesses, including social networking and gaming, show strong resilience; maintain "Outperform" rating.
