International
1. Mitsubishi UFJ: Whether oil prices can push up inflation is key to gold's short-term trend.
2. Deutsche Bank: If the Fed chooses quantitative tightening instead of raising interest rates, the dollar may weaken.
3. Deutsche Bank: Starmer will hand over a significantly improved UK economy to his successor.
4. Societe Generale: The market has priced in the ECB's hawkish stance sufficiently; short-term European bonds have investment value.
Domestic
1. CITIC Securities: Computing and power synergy support high-quality expansion of domestic computing power.
2. CITIC Securities: Crude oil is expected to strengthen in the short term but will still fluctuate significantly afterward.
3. CITIC Securities: Mid-term growth of xAI will mainly come from computing power leasing and Cursor.
4. CITIC Securities: Unlocking undrugable targets, RAS drugs open up a new landscape for tumor treatment.
5. Huaxi Securities: The large-scale model industry is in a critical commercialization window; focus on three investment themes.
6. Eastmoney: The market is ushering in this year's gold buying opportunity. 7. Huatai Securities: Structural opportunities are emerging in the current chemical industry.
