International
1. Morgan Stanley: The Fed's rate hike may be smaller than market expectations.
2. UBS: The Fed has never raised rates at its October meeting before the midterm elections in the past 35 years.
3. Capital Economics: The sell-off of US Treasuries may be somewhat excessive.
4. ING: The dollar's rally may be unsustainable unless employment data far exceeds expectations.
5. Commerzbank: Low volatility and rising rate hike expectations pose risks to the foreign exchange market.
6. Capital Economics: Most Asian economies are expected to achieve robust growth in 2026.
7. Deutsche Bank: The rotation of technology stocks has entered a deep phase, but has not yet reached its peak.
Domestic
1. CITIC Securities: The medical device sector is approaching a turning point.
2. CICC: Demand for electronic fabrics is strong, and domestic equipment manufacturers are poised for expansion.
3. CITIC Securities: The internal driving force for profits will still be concentrated in new growth areas.
4. CITIC Securities: Meta Muse accelerates the commercialization of intelligent agents; Yunqi Conference strengthens full-stack AI layout.
5. CITIC Securities: Housing prices are expected to stop falling and rebound within a relatively broad range around the Spring Festival of 2027.
6. CITIC Securities: Beauty and gift products, new medical aesthetic products, and jewelry are in peak season; pay attention to changes in the consumer product category landscape during holidays.
7. Huatai Securities: The medical aesthetic industry chain is being reshaped; focus on structural opportunities.
