Sou Hu Cai Jing·2025-12-31 02:53Core Insights - CITIC Securities has identified ten major global macro opportunities for 2026, reflecting the ongoing macro paradigm shift and trend forces [1] Group 1: Investment Opportunities - Gold continues to see increased reserves, with precious metals maintaining a strong position [1] - Silver is undergoing a value reassessment, while strategic metal resources are emerging [1] - The integration of new technologies and manufacturing is accelerating commercial applications [1] Group 2: Market Dynamics - The construction of a unified large market is expected to release consumer demand [1] - Continued robust international trade and corporate expansion overseas [1] - The optimization of resource allocation through the "New Four Bulls" [1] Group 3: Financial and Economic Trends - Strengthening of Hong Kong's role as an international financial center [1] - The internationalization of the Renminbi and the benefits of Asia-Pacific integration [1] - The shift towards a more accommodative monetary policy in the U.S. is likely to benefit capital inflows into emerging markets [1]