1. Goldman Sachs: Raises gold target price to $2,900 per ounce, expects it to exceed $3,000 by 2025. 2. Goldman Sachs: Traders overestimated the risks to the financial markets from the 'difficult birth' of the US election outcome. 3. Goldman Sachs: The Bank of Japan may gradually raise interest rates, and the risk of deflation is coming to an end. 4. Mitsubishi UFJ Financial Group: If Trump is elected president, the US dollar may appreciate. 5. Mitsubishi UFJ Financial Group: Weak eurozone economy, euro faces depreciation risk. 6. Australia and New Zealand Banking Group: Japan may form a broader governing coalition and fiscal policy may tend towards expansion. 7. Oversea-Chinese Banking Corporation: Market digests the risk premium of the US election, gold price continues to soar. 8. Deutsche Bank: The high gold price has slowed down China's gold demand. 9. Deutsche Bank: If the UK budget resolves long-term investment issues, the pound may benefit. 10. Pansun Macro: Despite uncertain economic prospects, German consumer confidence is expected to improve. 11. Deutsche Bank: Australian inflation is expected to return to the target range, bringing good news to the central bank. Domestic: 1. CITIC Securities: Neutral attitude towards convertible bond assets in the short term, optimistic attitude in the long term. 2. CITIC Securities: The photovoltaic industry association issues an initiative to prevent internal competition, multiple favorable information is expected to boost the low investment value of the photovoltaic industry. 3. CITIC Securities: The pig market is expected to have double growth in supply and demand, and the profit range of breeding is stabilizing. 4. Everbright Securities: In the short term, the market is likely to continue the structural market and theme speculation style with rotation of hotspots. 5. Founder Securities: Youth consumption is key to promoting consumption, improving employment may help recovery and growth. 6. Minsheng Securities: Fiscal deficits require incremental policies, the probability of issuing 1 trillion yuan of general government bonds in the fourth quarter is relatively high.
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1. Goldman Sachs: Raises gold target price to $2,900 per ounce, expects it to exceed $3,000 by 2025. 2. Goldman Sachs: Traders overestimated the risks to the financial markets from the 'difficult birth' of the US election outcome. 3. Goldman Sachs: The Bank of Japan may gradually raise interest rates, and the risk of deflation is coming to an end. 4. Mitsubishi UFJ Financial Group: If Trump is elected president, the US dollar may appreciate. 5. Mitsubishi UFJ Financial Group: Weak eurozone economy, euro faces depreciation risk. 6. Australia and New Zealand Banking Group: Japan may form a broader governing coalition and fiscal policy may tend towards expansion. 7. Oversea-Chinese Banking Corporation: Market digests the risk premium of the US election, gold price continues to soar. 8. Deutsche Bank: The high gold price has slowed down China's gold demand. 9. Deutsche Bank: If the UK budget resolves long-term investment issues, the pound may benefit. 10. Pansun Macro: Despite uncertain economic prospects, German consumer confidence is expected to improve. 11. Deutsche Bank: Australian inflation is expected to return to the target range, bringing good news to the central bank. Domestic: 1. CITIC Securities: Neutral attitude towards convertible bond assets in the short term, optimistic attitude in the long term. 2. CITIC Securities: The photovoltaic industry association issues an initiative to prevent internal competition, multiple favorable information is expected to boost the low investment value of the photovoltaic industry. 3. CITIC Securities: The pig market is expected to have double growth in supply and demand, and the profit range of breeding is stabilizing. 4. Everbright Securities: In the short term, the market is likely to continue the structural market and theme speculation style with rotation of hotspots. 5. Founder Securities: Youth consumption is key to promoting consumption, improving employment may help recovery and growth. 6. Minsheng Securities: Fiscal deficits require incremental policies, the probability of issuing 1 trillion yuan of general government bonds in the fourth quarter is relatively high.