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Foreign 1. Morgan, Morgan, UBS: Driven by DeepSeek, China's stock market will continue to rise. 2. Wells Fargo...

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2025-02-12 08:16:55
< b > Foreign < br > < span class = "section-news" > 1. Morgan, Morgan, UBS: Driven by DeepSeek, China's stock market will continue to rise. < br > < span class = "section-news" > 2. Wells Fargo looks ahead to US CPI: The rebound in food inflation may continue. < br > < span class = "section-news" > 3. Capital Economics: Uncertainty over US trade will keep the Federal Reserve on guard. < br > < b > Domestic < br > < span class = "section-news" > 1. Shenwan Hongyuan Group: There is a possibility that the central bank will cut RRR and interest rates, and banks are highly motivated to lend. The key lies in whether there are good projects. < br > < span class = "section-news" > 2. Huatai Securities: Short-term gold prices may face fluctuations, and it is expected to maintain relative performance in the long run. < br > < span class = "section-news" > 3. Huatai Securities: This round of smart driving market will be the beginning of a major cycle in the automotive sector under AI empowerment. < br > < span class = "section-news" > 4. CITIC Securities: It is expected that the increase in RMB loans in January is expected to be close to 5 trillion yuan. < br > < span class = "section-news" > 5. CITIC Securities: It is recommended to pay attention to the industry direction with fundamental support and small fluctuations in the previous period. < br > < span class = "section-news" > 6. CITIC Securities: AI wave expands power gap, IDC power system ushers in change. < br > < class span = "section-news" > 7. CITIC Construction Investment: Before the fundamentals are verified, the AI industry's short-term key tracking indicators or DeepSeek's traffic. < br > < span class = "section-news" > 8. China Galaxy Securities: The communications + new infrastructure sector is expected to rise. < br > < span class = "section-news" > 9. CICC: The fundamentals of the construction sector may continue to diverge in 2025.
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