Foreign 1. Xiaomo: If Trump wins the election, the Federal Reserve may suspend the easing cycle as early as December. 2. Citi: US...

Abroad 1. Xiao Mo: If Trump wins the election, the Federal Reserve may suspend the easing cycle as early as December. 2. Citi: Gold may face a sell-off after the US election, and it is recommended to buy on the dip. Long-term bullish to $3,000 an ounce. 3. Capital Economics: Market volatility after the election may not be as large as currently expected. 4. UBS: China's class A share earnings are expected to recover in the first half of the year, with policy dividends driving expectations to reverse. 5. Citi: The US election may affect the euro zone bond spread, the Democratic victory spread narrowed and the Republican victory spread widened. 6. Banco Paribas: OPEC + will have difficulty restoring supply before the third quarter of next year. 7. Capital Economics: OPEC +'s practice of delaying production increases is unsustainable, increasing the likelihood of long-term supply shocks. 8. Deutsche Bank: The "Trump deal" is lifted, and the US debt German debt is supported. Domestic 1. CITIC Construction Investment: It is recommended to continue to pay attention to the three directions of anti-cyclical, high dividend and strong original rights in the REITs market. 2. CITIC Securities: During the year, the bond base supported or weakened the margin of bond market buying, and there is still room for growth in the medium and long term. 3. CITIC Securities: The rare earth permanent magnet sector is expected to continue to rise, and continues to recommend the strategic allocation value of the rare earth industry chain. 4. Everbright Securities: It is expected that the profit growth rate of class A share will be restored to more than 10% in 2025.