Not optimistic about the rebound of the US stock market! HSBC has envisioned three scenarios for the future: each of which is Bullish for gold prices!
HSBC outlined three possible macro scenarios: a recession in the USA, stagflation in the USA, and economic growth slowing accompanied by debt issues, all of which point to a common conclusion—that gold prices will rise sharply and become the preferred hedging tool in investment portfolios in the coming weeks.
Gold bears emerge! Analysts warn that prices may drop by 38% over the next five years.
① Wall Street has been raising Gold Target Prices this year, but Morningstar Analyst Jon Mills predicts that Gold prices could fall to 1,820 dollars over the next five years; ② Mills points out that the downward pressure on Gold prices comes from increased market supply, a decrease in central banks' willingness to buy Gold, and slowing demand; ③ Data shows that the Gold above ground stock will increase by 9% over the next five years in 2024, and most central banks have stated they will not increase their Gold holdings.
Brokerage morning meeting highlights: Focus on economic performance exceeding expectations or new catalysts in Technology, and emphasize structural opportunities in Technology and the pro-cyclical main line.
At today's Brokerage morning meeting, China Securities Co.,Ltd. suggested focusing on the economy exceeding expectations or new catalysts in Technology, emphasizing structural opportunities in Technology and pro-cyclical main lines; KSY Securities believes that the overall Hong Kong stock market has not yet entered a full bull market rally stage; HTSC stated that the overall lithium battery production scheduling in April has improved month-on-month, Bullish on the marginal continuous improvement of supply and demand in the Industry Chain.
Products can be indirectly applied to the Metal surface of industrial robots. Robot Concept stocks hit the limit up. This week, Institutions conducted intensive research on related listed companies.
① Anhui Shenjian New Materials released a research summary on Thursday indicating that the downstream of the company's polyester Resin products is the powder coating industry, and powder coatings can be applied to the Metal surfaces of industrial Siasun Robot&Automation. In the secondary market, Anhui Shenjian New Materials reached a daily limit on Thursday. ② A summary of the industries that institutions focused on this week (attached table), the list of listed companies (attached stocks), and the latest research in the Siasun Robot&Automation industry.
US Morning News Call | Trump Warns Automakers Against Price Hikes After New Tariff
Ten departments: Strive for a 3% to 5% increase in domestic Aluminum ore resource volume by 2027, with recycled Aluminum production exceeding 15 million tons.
① By 2027, strive for an increase of 3%—5% in domestic Aluminum ore resources, with recycling Aluminum production exceeding 15 million tons; ② The proportion of production capacity above the benchmark energy efficiency level in the Electrolytic Aluminum Industry will be raised to over 30%, with the use of clean Energy exceeding 30%.