Internationally
1. Goldman Sachs: Remains bullish on South Korean stocks, maintaining its Kospi index forecast of 12,000 points.
2. BNP Paribas: Expects the Federal Reserve to raise interest rates three times starting in December.
3. Citadel Securities: The forces driving US stocks to new highs remain solid.
4. UBS: Resilient earnings coupled with the gradual recovery of the Strait of Hormuz will provide support for the stock market.
Domestically
1. CITIC Securities: North American cloud vendors continue to see high growth in capital expenditure; focus on oversold computing power and high-dividend stocks.
2. China Merchants Securities: Overseas cloud vendors maintain high revenue growth; AI applications are expected to accelerate development.
3. CITIC Securities: The absolute return potential for banks will continue throughout the year.
4. CITIC Securities: Policies may continue to benefit areas such as ultra-high voltage power transmission, intelligent distribution networks, energy storage, and virtual power plants.
5. CITIC Securities: Optimistic policy environment and active funding conditions; the absolute return potential for banks will continue throughout the year. 6. CITIC Securities: The AI investment return loop has emerged, and we are firmly optimistic about the optical communication sector.
