Gold will continue to shine this year! UBS Group has raised its gold price target to 3,200 dollars by the end of the year.

① Due to an "unprecedented market dislocation" in the Gold market, UBS Group expects that gold prices will climb to $3,200 later this year and stabilize around $3,000 by the end of the year. ② Affected by tariff uncertainties, concerns over stagflation, and ongoing global conflicts, gold is viewed as a safe-haven asset.

cls.cn37minutes ago

The central bank's demand is strong, Goldman Sachs has raised the Target Price for Gold, aiming for 3100 dollars!

Goldman Sachs believes that rising concerns over inflation and fiscal risks may drive central banks to purchase more Gold, especially those holding a large amount of U.S. Treasury bonds. Compounded by increasing worries over Trump's destructive tariff policies, Goldman Sachs has raised the year-end Target Price to $3,100, stating, “If economic policy uncertainty persists, increased speculative positions may drive Gold prices soaring to $3,300.”

wallstreetcn01:51 ET

Morgan Stanley views BAT: "Overweight" on Tencent, "Bullish" on Alibaba Cloud, "concerned" about Baidu Search.

Morgan Stanley stated that as the costs of AI model training and inference decrease, Tencent, Alibaba, and Baidu will all benefit. As the market shifts its focus from large model capabilities to AI applications and monetization, Morgan Stanley has given Tencent an overweight rating. Alibaba's recent stock price rebound reflects the upside potential of its Cloud Computing business, while Baidu's core search business may face monetization risks due to the impact of generative AI.

wallstreetcn01:33 ET

After 28 days of explosive growth, the banking industry's "DeepSeek moment" raises three questions: Will CSI Information Security Index be the biggest obstacle?

① The biggest obstacle to the large-scale application of DeepSeek is still the CSI Information Security Index issue. Currently, Banks are generally "waiting" and observing the attitude of financial regulatory bodies towards DeepSeek. ② From a cost perspective, DeepSeek will indeed be more Bullish for small and medium-sized Banks in the early stages. However, when considering customer numbers, asset scale, and data quality, large Banks undoubtedly have more advantages.

cls.cn01:08 ET

GUM: In January, the total Assets of the mandatory provident fund market in Hong Kong increased by 1.9%, with Inflow into US stocks.

Recently, GUM released its analysis report on the Mandatory Provident Fund (MPF) market for January 2025. As of January 31, the total Assets in the MPF market increased by 1.9% to 1.31 trillion HKD.

Zhitong Finance01:02 ET

3100 USD! Goldman Sachs raises its year-end gold price forecast and continues to recommend 'Buy'.

①Goldman Sachs has raised its forecast for gold prices at the end of 2025 from $2,890 to $3,100, due to strong demand for gold from global central banks; ②Goldman Sachs further predicts that if policy uncertainty remains high, gold prices could soar to $3,300; if central banks purchase an average of 70 tons of gold per month, gold prices could reach $3,200.

cls.cn21:31 ET