Group 1 - The 30-year government bond futures main contract fell by 0.31% on November 21, closing at 115.570 yuan, while the 10-year, 5-year, and 2-year contracts showed minor fluctuations [1] - The China Securities Convertible Bond Index decreased by 1.05% to 482.94 points, with notable gains in Dongshi Convertible Bond (+7.29%) and Fuxin Convertible Bond (+2.81%), while Guocheng Convertible Bond saw a significant drop of 17.06% [1] - On November 21, the top ten stocks by net capital inflow included Kaimete Gas and Yidian Tianxia, with inflows ranging from 254 million to 768 million yuan, particularly highlighting the media sector [1] Group 2 - Barclays Research recently released a global economic outlook report, predicting that the AI-driven growth narrative will continue to deepen until 2026, indicating an irreversible trend [2] - UBS Wealth Management's Chief Investment Office raised its gold price forecast for 2026, while major state-owned banks like Bank of China and Agricultural Bank of China are viewed as safe havens amid economic uncertainty, with significant stock price increases [3] - The latest report from Chaos Tiansheng Research Institute indicates that lithium carbonate prices are rising due to improved demand expectations in the lithium battery industry, predicting a tight balance in global lithium resource supply and demand by 2026 [3]
四点半观市 | 机构：AI驱动增长的叙事将持续深化 看好明年中国股票表现
Shang Hai Zheng Quan Bao·2025-11-21 09:38