Overseas
1. BlackRock: High inflation is the world's "biggest risk", and you can always make a lot of money by going the other way with Davos.
2. Bank of America: The US dollar is expected to perform well in 2025, and investors still expect the US dollar to perform best.
3. JPMorgan Chase: The US economy is in good shape, but inflation and geopolitical risks remain.
4. OCBC: The central bank's interest rate hike this week is a foregone conclusion. The risk lies in dovish rate hikes.
5. Commerzbank: If the British government takes action to boost economic prospects, the pound is expected to recover.
6. PIMCO: The Federal Reserve will keep interest rates unchanged for the foreseeable future, waiting for Trump's policy to become clear.
Domestic
1. CICC: The current market has already fully priced in expectations for monetary policy easing.
2. Guosen Securities: The volume of medium- and long-term funds entering the market will reach trillions of yuan.
3. Wu Xinkun of Haitong Securities: The trend of medium- and long-term funds entering the market will be further consolidated.
4. CITIC Securities: The entry of medium- and long-term funds into the market may further accelerate, enhancing the endogenous stability of the capital market.
5. CITIC Securities: With the accelerated substantial clearance of obsolete production capacity, the photovoltaic supply side is expected to be gradually reconstructed in the second half of 2025.
6. Huatai Securities: The entry of medium- and long-term funds into the A-share market urgently needs to break through pain points and clear bottlenecks.
