Internationally
1. Capital Economics: Gold prices may fluctuate downwards before the end of the year due to the dual pressures of interest rate hike expectations and AI recovery.
2. JPMorgan Chase: If bond yields continue to stabilize, it will greatly support the stock market.
3. Morgan Stanley: The US stock market correction is nearing its end; preparing to invest in risk assets.
Domestically
1. CICC: One reason for the strengthening of interest rate cut expectations is that the rapid decline in government bond yields since late September has not triggered a tightening of liquidity by the central bank.
2. CICC: Current investment expectations are not yet enough to put comprehensive pressure on the global technology sector.
3. CITIC Securities: The market correction is nearing its end.
4. CITIC Securities: Optimistic about the continued rise of domestic large-scale models.
5. CITIC Securities: Recommends focusing on the Roadster and Optimus related industrial chains.
6. CITIC Securities: The market's pricing power for inflation is rapidly weakening; the long-term pricing anchor has clearly shifted towards the "growth/AI cycle." 7. CITIC Securities: Domestic energy storage is expected to continue its growth momentum and potential in 2027.
8. Guojin Securities A-share Strategy: The worst environment for A-shares is over.
9. Huatai Securities: Real estate stocks may be moving towards a "medium-term logic".
10. Dongfang Fortune Securities: The current risk premium of the Shanghai Composite Index and the CSI 300 equity index is attractive.
