International
1. Goldman Sachs: Expects the Fed to raise rates by another 25 basis points in March next year.
2. UBS: Foreign investors' overall holdings of Chinese stocks remain unchanged; they remain optimistic about Chinese AI technology hardware.
3. Standard Chartered: The scenario of a 50 basis point Fed rate hike has strengthened, but it's too early to draw conclusions.
4. Moody's: Global economic growth is expected to stabilize in 2027, with oil prices starting to decline from the middle of next year.
5. EIA raises its price forecasts for WTI and Brent crude oil for this year and next.
6. RBC Capital Markets: The CPI report confirms expectations of a rate hike, but inflationary pressures may be difficult to alleviate through rate increases.
7. Reuters survey: Expectations of a Fed rate hike in December are solid, but the end of the tightening cycle remains controversial.
8. SMBC Nikko Securities: With rising expectations of a Fed rate hike, the Bank of Japan faces a choice between "following suit or remaining on the sidelines."
Domestic
1. CICC: The necessity for the Fed to accelerate rate hikes is not strong; it maintains its forecast of a 25 basis point rate hike in December.
2. CICC: The market is expected to see valuation repair first after external disturbances ease marginally.
3. Western Securities: There is no need to be pessimistic about the A-share market in the medium to long term.
4. Shenwan Hongyuan: The next round of gains will most likely still be led by AI; a "second phase of growth" is expected in the second half of 2027.
5. Huatai Securities: The second dip in pork prices is accelerating capacity reduction.
6. Minsheng Jiayin: Long-term bond yields are already at historical lows, and duration is crowded.
