International
1. Deutsche Bank: Gold's share of global reserves has risen to 30%.
Domestic
1. CICC: The recent bank defaults in the United States do not currently constitute a systemic shock to the financial system.
2. Western Securities: Gold is entering a "golden age," and a long-term bull market is expected.
3. Orient Securities: The unchanged October LPR quotation is in line with market expectations, with a possible reduction before the end of the year.
4. CITIC Securities: Focus on strategic allocation opportunities in cobalt and rare earths.
5. CITIC Securities: After the dividend rotation ends, we need to closely monitor new clues that may continue throughout next year.
6. CITIC Securities: The expectation of an economic cycle recovery is the most important theme in asset pricing this year.
7. CITIC Securities: We can remain optimistic about the stock market, but we can be more cautious in our allocation decisions.
8. Huatai Securities: In the long term, the US banking industry still faces consolidation pressure.
9. Huatai Securities: The market potential for China VII exhaust aftertreatment is estimated to be 100 billion yuan, and companies in the industry chain are expected to benefit. 10. BOC Securities: Short-term market style shift, focusing on expectations for the 15th Five-Year Plan.
11. Xingzheng Securities Strategy: The period of greatest impact from overseas disturbances may be passing. A-shares should prioritize internal certainty.
