Internationally
1. Nomura: Expects the Fed to raise rates once this December and once next March due to higher-than-expected inflation.
2. Macquarie: There is still some time before the next Fed meeting, and many variables could hinder rate hikes.
3. Societe Generale: The resilience of the US economy supports further dollar appreciation.
4. Barclays: Inflationary pressures from high energy costs in Japan are expected to continue.
5. Prudential: A split in the US government after the midterm elections could push tariffs up to around 15%.
6. Societe Generale predicts: The S&P 500 is poised for a significant rally in the final weeks of 2026.
7. Rosenberg Research: Expects a hawkish Fed rate hike in December.
8. Renaissance Macro Research: While combating inflation is imperative, the Fed may overreact.
9. ANZ CEO: Without AI regulation, a global employment crisis could be triggered. Domestically:
1. CITIC Securities: Domestic computing power demand is marginally increasing; focus on core components such as IDC, connectors, and switches.
2. CITIC Securities: Pay attention to Hong Kong stock opportunities driven by a weak dollar in 2027.
3. CITIC Securities: Driven by three factors, the prices of related strategic metal commodities are expected to continue to benefit.
4. CITIC Securities: Focus on solid oxide electrolysis technology, with applications extending from green hydrogen to aerospace oxygen production.
5. Huatai Securities: The certainty of the recovery growth in the performance of listed banks is increasing; the allocation value of state-owned banks is becoming more prominent.
6. Western Securities: Analyzes the overseas expansion paths of five leading securities firms; cross-border investment banking and global wealth management have become growth drivers.
