International
1. Societe Generale: The US government's reopening could trigger greater volatility in the interest rate market.
2. JPMorgan Chase: Slowing UK GDP will strengthen the central bank's motivation to cut rates in December.
3. Capital Economics: Chinese stocks may outperform US stocks, with tech stocks offering more attractive valuations.
4. ING: The Norwegian krone has limited upside potential over the next year.
Domestic
1. Huatai Securities: E-commerce GMV may see moderate growth during "Double Eleven," with platforms continuing to show divergent performance.
2. CITIC Securities: AI investment opportunities are spreading; focus on the computing power industry chain and AI applications.
3. CITIC Securities: E-commerce promotions concluded smoothly; instant retail introduces new variables.
4. BOC Securities: The stock market's profit-making effect further drives the shift of household savings, a positive signal worthy of market attention.
