Internationally:
1. Goldman Sachs: Diesel prices may remain high until 2027.
2. Bank of America: Bonds are truly attractive for the first time in decades; US stocks may underperform US Treasuries over the next decade.
3. State Street: French bond volatility may continue into the election cycle.
4. State Street: Risk appetite weakened in September, and bond assets began to gain favor.
5. Barclays: High US Treasury yields do not equate to cheap valuations.
6. InfraCap: Limited room for Fed rate hikes; bullish on 10-year US Treasuries.
7. Saxo Bank: Gold price movements highlight the interplay between macroeconomics and technical trading.
8. ING: Continued hawkish signals from the Fed support the dollar from multiple factors.
9. ING: Declining German exports weaken the optimistic narrative of industrial resilience.
10. Phillip Nova: The structural drivers for gold have not disappeared; the key factors going forward are oil prices, inflation, and US Treasury yields. 11. Panmure Liberum: AI bubble could trigger the worst S&P 500 crash since 2008.
12. Danske Bank: Oil market heats up again due to disruptions in oil transportation and geopolitical risks.
Domestic:
1. Guosheng Securities: Global chemical industry asset spending has peaked, geopolitical conflicts accelerate cyclical recovery.
2. CITIC Securities: Oil transportation cycle reshaping and strengthening, focus on express delivery & cross-border peak season.
3. CITIC Securities: AI industry focus gradually shifts to inference and monetization, optimistic about structural opportunities.
4. Tianfeng Securities: SOFC advantages further strengthened, growth ceiling may be underestimated.
5. Huatai Securities: Baijiu market performance was lackluster during the "Double Festival" (National Day and Mid-Autumn Festival), industry differentiation continues.
6. Guosheng Securities: AI computing power creates electricity gap, domestic gas turbine industry chain welcomes development opportunities under the boom cycle.
