According to the research report issued by CSI Securities, gold prices are projected to sustain their upward trajectory. The US dollar index is anticipated to stay on the weaker side, and the interest rate reductions by the Federal Reserve are set to trigger a drop in US Treasury bond yields. This scenario will bring about liquidity easing, which is poised to benefit the US stock market. Meanwhile, the RMB is forecast to experience a slight appreciation against the US dollar, while government bond yields are expected to reach a temporary peak.

In the A-share and Hong Kong stock markets, a stable and improving trend is on the horizon. The internationalization of the RMB, along with the deployment of AI infrastructure and AI-related international trade, is expected to pick up speed. These factors will not only accelerate individually but also reinforce each other. The reshaping of this landscape will have a profound and positive effect on both the economy and the markets.

The AI industry is set to remain at the forefront, spearheading the swift development of China's technology sector. In doing so, it will drive the upward movement of the tech sector in A-shares and Hong Kong stocks.