Xin Lang Cai Jing·2025-10-09 04:48Core Viewpoint - Gold prices are expected to continue rising due to a weak US dollar, interest rate cuts by the Federal Reserve, and ongoing liquidity support for US stocks [1] Group 1: Economic Indicators - The US dollar index is anticipated to remain weak, which will support gold prices [1] - Federal Reserve interest rate cuts are projected to drive down US Treasury yields [1] - The Chinese yuan is expected to appreciate slightly against the US dollar [1] Group 2: Market Trends - A-shares and Hong Kong stocks are expected to continue their upward trend, supported by liquidity and stability [1] - The "new four bulls" in the market will contribute to a steady and positive outlook [1] Group 3: Sector Developments - The internationalization of the yuan, AI infrastructure development, and AI international trade are expected to accelerate and mutually promote each other, leading to a reshaping of the economic landscape [1] - The AI industry is projected to continue driving rapid development in related technology sectors in China, positively impacting A-shares and Hong Kong technology stocks [1]