International
1. JPMorgan Chase: Gold prices will reach at least $4,050 by mid-next year.
2. Goldman Sachs warns of US stock market volatility, with numerous catalysts expected in the coming months.
3. Morgan Stanley: The core purpose of the US "Genius Act" is to maintain the dollar's dominance, and the bank is bearish on the dollar in the long term.
4. Panmure Liberum: High US Treasury yields may delay the AI boom.
5. TD Securities analysts comment on Logan's call for reforming the Federal Reserve's benchmark interest rate: "Well-founded."
6. Citadel Securities: The Fed may cut rates again this year, wary of a slowing labor market.
7. Commerzbank: The Swiss franc may see a slight boost even if the Swiss National Bank holds interest rates.
8. Capital Economics: The yield differential between Switzerland and Japan may weaken the Swiss franc and strengthen the yen.
Domestic
1. CITIC Securities: We expect the dollar's weakness to persist until at least 2025.
2. CITIC Construction Investment: We are optimistic about the high-growth phase of domestic dairy processing products. 3. CITIC Securities: Embodied intelligent robots are expected to become one of the most significant technology industry opportunities over the next 5-10 years.
4. CITIC Securities: The issuance of game licenses in September and the approval of new products are driving a boom in the gaming industry.
