International
1. Goldman Sachs: Maintains its target price forecast for gold at $4,900 by the end of next year.
2. UBS: The sharp drop in gold prices is only a short-term oversold trend, with room for further gains.
3. UBS expects silver to rebound to $55/oz.
4. ING: Further gains in the US dollar are likely to falter.
5. Commerzbank: The impact of US inflation data on the US dollar is unlikely to be sustained.
6. Goldman Sachs: The Bank of Japan is likely to keep its policy rate unchanged next week.
7. Barclays: The Bank of Japan may raise its economic growth forecast for fiscal 2025.
8. Goldman Sachs: The Bank of England is expected to cut interest rates in February next year, but an earlier cut is possible.
9. Societe Generale: The Bank of England may cut interest rates in December, putting pressure on the pound.
10. Barclays: Bank Indonesia may slow the pace of rate cuts.
Domestic
1. CITIC Securities: "Sanaenomics" is unlikely to be a replica of "Abenomics."
2. CITIC Securities: We continue to recommend strategic investments in the rare earth industry chain.
3. CITIC Securities: We are optimistic about bottom-line investment opportunities in the liquor industry.
4. CITIC Securities: We expect the RMB exchange rate to appreciate moderately overall next year.
5. CITIC Construction Investment: Silver is showing signs of overheating, but we remain bullish on gold in the medium to long term.
6. Tianfeng Securities: A reduction in the LPR is unlikely this year.
