International
1. Manulife John Hancock: Gold may see new upward momentum if the US Congress remains deadlocked.
2. San Francisco Fed Research: Abnormal weather could push up US inflation in 2027 and boost employment.
3. BNP Paribas: A Democratic victory in the US midterm elections could put pressure on Asian AI stocks.
4. State Street Investments: The US midterm elections may lead to divergence in Asian currency trends.
5. S&P Global: French manufacturing demand has deteriorated sharply, with business confidence falling to a one-year low.
6. S&P Global: German manufacturing recovery momentum remains, but supply chain bottlenecks exacerbate growth risks.
Domestic
1. CICC: The market has already priced in overly pessimistic expectations; the medium-term upward trend of A-shares remains unchanged.
2. CITIC Securities: Current valuations of domestic large-cap blue-chip stocks are at a low level.
3. CITIC Securities: Economic recovery is volatile; interest rate cuts may occur in the second half of next year.
4. CITIC Securities: We recommend seizing the current window of opportunity for convertible bond allocation and gradually increasing allocation based on price fluctuations.
5. Huafu Securities: Steadily enhancing market resilience provides support for the stable operation of the capital market.
6. Wanlian Securities: Further optimization of policy tools helps restore market confidence.
7. CITIC Securities: AI data centers drive power supply upgrades, bringing incremental demand to power semiconductors.
