Foreign 1. Haynes Boone LLP: Survey shows that a number of banks cut their 2025 oil price expectations to below $60. 2. Bank of America Securities: Under the expectation of a weaker dollar, they are optimistic about emerging market assets. 3. Deutsche Bank: The Reserve Bank of India is expected to cut interest rates by 25 basis points on Friday. 4. Deutsche Bank: Maintain the expectation of the European Central Bank's end point interest rate of 1.50%, and will raise interest rates next year. Dom...
国外1. Haynes Boone LLP:调查显示,多家银行将2025年油价预期下调至60美元以下。2. 美银证券:美元走弱预期下,看好新兴市场资产。3. 德商银行:印度央行周五料降息25个基点。4. 德意志银行:维持对欧洲央行终端利率为1.50%的预期,明年将加息。国内1. 中信证券:日债利率短期可能维持高位。2. 中信证券:关税冲击无碍国内铝企长期投资价值。3. 中信证券:博通新一代交换芯片交付,关注光通信机遇。4. 中信证券:汽车自动驾驶奇点已至,商业化落地加速推进。5. 中信证券:预计年中美国制造业PMI或仍在荣枯线以下波动运行。6. 中信证券:快递无人车采购量有望翻倍以上增长,快递末端降本迎契机。7. 银河证券:香港推出稳定币条例,RWA迎来新契机。8. 银河证券:油价预计重回震荡,关注成长属性标的。