Jin Shi Shu Ju·2026-02-26 10:27Group 1 - Bank of America predicts gold prices may reach $6,000 per ounce within the next 12 months, while silver prices could exceed $100 per ounce again this year despite current demand concerns from solar panel manufacturers [1] - Citigroup analysts indicate that emerging markets are expected to be the most favored trading markets this year, with major asset management firms investing in emerging market stocks and bonds, betting on strong global economic growth and a weaker dollar [1] - ING suggests that investors looking to avoid volatility in the U.S. stock market due to AI developments may find European government bonds attractive, as they offer relatively stable yields amid rising U.S. market volatility [1] Group 2 - JPMorgan forecasts that the Bank of Thailand will maintain its policy interest rate at 1% until 2027 to preserve policy space amid rising uncertainties, with the Thai economy expected to accelerate further due to political stability post-election [2] - CITIC Securities reports that Zimbabwe's ban on lithium exports is likely to lead to a significant increase in lithium prices, as the country is projected to account for 12% of global lithium resource output by 2026 [3] - Huatai Securities notes that the U.S. designation of phosphate-based agricultural inputs as strategic resources could impact market prices, particularly if demand increases due to supply stability concerns [3] Group 3 - CITIC Securities believes that the non-ferrous metals bull market is far from over, suggesting that investors should hold positions but avoid blindly chasing prices, with opportunities arising during market corrections [4][5] - CICC reports that recent policy adjustments in Shanghai may help stabilize housing prices in key cities, as the supply-demand structure shows positive changes [5][6] - Galaxy Securities indicates that the real estate industry may see overall valuation recovery as housing demand is expected to be released, leading to a healthier market development [6][7]