股票研究報告
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Laopu Gold (6181 HK) - From Gold Beta to Execution Risk Wong Ming Him, Joseph 2026-01-29
Microsoft (MSFT US) - Strong results overshadowed by OpenAI worries Wong Tang Kit, Tommy,Li Yishan, Crystal,Zhang Henan 2026-01-29
Meta (META US) - 4Q results and 1Q guide both beat on AI and User growth Wong Tang Kit, Tommy,Li Yishan, Crystal,Zhang Henan 2026-01-29
Tesla (TSLA US) - Auto pressure offset by energy, physical AI narrative remains intact Liang Yonghuo,Harrison, Yin Haocheng 2026-01-29
Jan FOMC Meeting Key Takeaways - Fed Pauses Rate Cuts to Enter "Wait-and-See" Period, Eyeing 2Q Easing Signals Ning Bo 2026-01-29
老铺黄金 (6181 HK) - 金价与需求潜在脱钩,运营风险主导投资逻辑 黄铭谦 2026-01-29
Global Pharmaceutical & Healthcare - JPM 2026: Healthcare AI Inflection Point — Adoption Accelerates, Value Shifts to Providers Chen Hongdao, George,Tan Zhen,Chen Zhuhong, Jonah 2026-01-28
全球医药、医疗行业 - JPM 2026:医疗AI应用百花齐放,竞争与定价压力同步显现 陈泓道,陈铸鸿,谭震 2026-01-28
美国互联网行业 - 机器 vs 人类:AI 生产力正在驱动科技行业的分化 王腾杰,宁铂,李怡珊,张贺楠 2026-01-27
US Internet Sector - Machine vs Human: AI productivity driving divergence in tech Wong Tang Kit, Tommy,Ning Bo,Li Yishan, Crystal,Zhang Henan 2026-01-27
Anta Sports (2020 HK) - Puma acquisition Wong Ming Him, Joseph 2026-01-27
港股市场周报 (2026/1/26) - 港股进入政策红利密集释放期 宁铂 2026-01-26
US Strategy Weekly (26 January 2026) - Driven by Earnings with a Rate Hold Expected this Week Ning Bo 2026-01-26
美股市场周报(2026/1/26) - 预计本周降息暂停,关注“超级财报周”的基本面驱动 宁铂 2026-01-26
HK Strategy Weekly (26 January 2026) - HK Equities Entering a Concentrated Window of Policy Tailwinds Ning Bo 2026-01-26
Intuitive Surgical (ISRG O) - From da Vinci to Ion: The Evolution of the Global Leader in Surgical Robotics Tan Zhen,Chen Zhuhong, Jonah,Chen Hongdao, George 2026-01-23
直觉外科 (ISRG O) - 从达芬奇到Ion,全球手术机器人王者成长之路 谭震,陈铸鸿,陈泓道 2026-01-23
华润啤酒 (291 HK) - 战略聚焦转向提升效率与更高派息 黄铭谦 2026-01-22
China Resources Beer (291 HK) - Pivoting to efficiency and higher payouts Wong Ming Him, Joseph 2026-01-22
Minth Group (425 HK) - Policy tailwinds support core and new business growth Liang Yonghuo,Harrison, Yin Haocheng 2026-01-22
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