Gold Ten Data Compilation: Daily Investment Bank/Institutional Opinion Summary (20260416)

Crypto World News reports that UBS is optimistic about CATL, with an A-share target price of 500 yuan. Stic Investment Management expects the Reserve Bank of Australia still has two more rate-hike opportunities. BlackRock says South Korea is an “important driver” for upgrading emerging market ratings and is optimistic about AI hardware demand. PIMCO believes there are investment opportunities in European bonds after the sell-off. Danske Bank says the market is pricing in a U.S.-Iran ceasefire and the reopening of the Strait, with oil prices remaining steady. ING says potential demand for gold remains strong. Huatai Securities believes that the reduction in hog breeding capacity may occur at any time, catalyzing the sector. CITIC Construction Investment says Anthropic has launched its strongest model, Mythos, and that Google’s blockchain is expected to benefit from expanding training-demand. CITIC Securities advises focusing on leading basic software companies and firmly expects the storage industry trend to continue through 2027. CITIC Construction Investment believes the hog farming sector will differentiate, with efficient, low-cost enterprises emerging winners, and it recommends allocating to high-activity passenger vehicle export. CICC Wealth Futures warns that the risk of chasing lithium prices higher is greater.