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Foreign 1. Bank of America: The dollar may remain strong in the short term, but is expected to weaken in the second half of the year. 2. Deutsche Bank: Central...

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2025-01-09 08:21:00
< b > Abroad < br > < span class = "section-news" > 1. Bank of America: The dollar may remain strong in the short term, but is expected to weaken in the second half. < br > < span class = "section-news" > 2. Deutsche Bank: The influence of central bank gold purchases on the trend of gold prices has increased. < br > < class span = "section-news" > 3. Wells Fargo: The Federal Reserve may not place too much emphasis on the inflation caused by Trump's tariff policy. < br > < span class = "section-news" > 4. Scotiabank: Canada must be ready to escalate its response to Trump's tariff threat. < br > < span class = "section-news" > 5. Capital Economics: Inflation is driven by goods rather than services, and it is too early for the Bank of Japan to declare victory. < br > < b > Domestic < br > < span class = "section-news" > 1. CICC: The bipartisan debt ceiling game in the United States may not be able to reach a real compromise until May or June. < br > < span class = "section-news" > 2. CITIC Construction Investment: It is expected that there will be a slight convergence in funds in January, but no significant tightening of the foundation. < br > < span class = "section-news" > 3. CITIC Securities: It is recommended to pay attention to the investment opportunities in wind power components under the comparative advantage. < br > < span class = "section-news" > 4. CITIC Construction Investment: The scale and scope of "two new" support are expanded, and the direction of structural increment is emphasized. < br > < span class = "section-news" > 5. CITIC Securities: Firmly optimistic about the release of demand in the automotive sector in 2025 under the stimulus of policies. < br > < class span = "section-news" > 6. Bank of Communications International: The scope of trade-in support for the automotive industry is further expanded, and the policy is expected to continue up the ante this year.
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