1. Goldman Sachs: cut this year's Fed interest rate cut forecast to 75 basis points. 2. DBS Bank: Trump tariffs on...
2025-01-02 16:10:28
< b > Abroad < br > < span class = "section-news" > 1. Goldman Sachs: Lower the forecast for the Federal Reserve to cut interest rates this year to 75 basis points. < br > < span class = "section-news" > 2. DBS Bank: The impact of Trump's tariffs on the Thai economy is the most damaging. < br > < span class = "section-news" > 3. Holland International: The Korean won may weaken further against the US dollar. < br > < span class = "section-news" > 4. Mitsubishi UFJ: Further decline in the yen may accelerate the Bank of Japan's interest rate hike. < br > < span class = "section-news" > 5. Maybank: It is expected that oil will fluctuate sharply in 2025, and the average price is expected to fall to 70 US dollars. < br > < b > Domestic < br > < span class = "section-news" > 1. CITIC Securities: The price of gold is expected to continue to rise, and it is optimistic about the price of gold in 2025. < br > < span class = "section-news" > 2. CITIC Securities: The investment and financing, investors, and product ecology of class A share will stand at a new starting point in 2025. < br > < span class = "section-news" > 3. Minsheng Securities: It is expected that the banking industry will continue to maintain a stable operation in 2025. < br > < span class = "section-news" > 4. Huaxin Securities: AI investment is strong, and related power equipment is expected to benefit. < br > < span class = "section-news" > 5. Guotai Junan: Continue to be optimistic about the resource integration and restructuring opportunities in the real estate sector in 2025. < br > < span class = "section-news" > 6. China Galaxy Securities: The positive factors of the bank's fundamentals will continue to accumulate, and the high dividend strategy will continue. < br > < span class = "section-news" > 7. Western Securities: Generative AI drives the demand for computing power to grow rapidly. < br > < span class = "section-news" > 8. CITIC Construction Investment: It is expected that the market will continue the upward trend of central shock at the beginning of the year, and AI + is the main line of the medium-term industry.