京东 (JD US) - 25年三季度业绩前瞻:发展步伐稳健,风险回报具吸引力 | 李怡珊,王腾杰 | 2025-10-14 |
China Macro Economy - China's export and import growth accelerated in September | CMS (HK) Research | 2025-10-14 |
港股四季度策略报告 (2025/10) - “霜叶红于二月花”:港股边际利好积聚,AI与有色共舞 | 宁铂,郭书音 | 2025-10-14 |
Fiscal Data Forecast (September 2025) - China's social financing growth slowing down | CMS (HK) Research | 2025-10-14 |
JD.com (JD US) - 3Q25 preview: on track development with attractive risk reward | Li Yishan, Crystal,Wong Tang Kit, Tommy | 2025-10-14 |
4Q HK Equity Strategy (October 2025) - Favorable Prospects in the Final Quarter: Marginal Tailwinds Gather for HK Equities Led by AI and Gold | Ning Bo,Guo Shuyin | 2025-10-14 |
Macro report - Trump's tariff threat: a "TACO Trade" driven more by politics than economics, likely a short-term disruption | Ning Bo,Guo Shuyin | 2025-10-13 |
宏观报告 - 特朗普威胁对华加征关税,预计“醉翁之意不在酒”,为短期扰动,构成TACO交易 | 宁铂,郭书音 | 2025-10-13 |
Veeva System (VEEV US) - 赋能生命科学行业数智化转型的高质量成长标的 | 陈泓道,陈铸鸿,谭震 | 2025-10-12 |
Veeva System (VEEV US) -A Quality Play on Life Sciences’ Digital and AI Transformation | Chen Hongdao, George,Chen Zhuhong, Jonah,Tan Zhen | 2025-10-12 |
Geely Auto (175 HK) - Share repurchase signals confidence in long-term growth, equity incentives strengthen management efficiency | Liang Yonghuo,Harrison, Yin Haocheng | 2025-10-09 |
吉利汽车 (175 HK) - 回购计划彰显长期发展信心,股权激励提升管理效能 | 梁勇活,殷浩程 | 2025-10-09 |
Spotify科技集团 (SPOT US) - 与 ChatGPT 深度整合,释放增长动能 | 王腾杰,李怡珊 | 2025-10-08 |
Spotify Technology S.A. (SPOT US) - Integration with ChatGPT a positive boost | Wong Tang Kit, Tommy,Li Yishan, Crystal | 2025-10-08 |
Overseas Macro Economy - Overseas macro review during the National Day holidays | CMS (HK) Research | 2025-10-08 |
US Strategy Weekly (6 October 2025) - Limited Market Impact from the U.S. Government Shutdown; Maintain Strategically OVERWEIGHT | Ning Bo,Guo Shuyin | 2025-10-06 |
美股市场周度更新 (2025/10/6) - 美政府停摆对市场影响有限,维持战略性看多 | 宁铂,郭书音 | 2025-10-06 |
51Talk Online Education Group (COE US) - A rising star: Leveraging AI to unlock growth potential | Li Yishan, Crystal,Wong Tang Kit, Tommy | 2025-10-06 |
51Talk在线教育集团 (COE US) - 冉冉升起的新星:AI创新释放增长潜力 | 李怡珊,王腾杰 | 2025-10-06 |
和誉(2256 HK)- 首次覆盖:中国小分子新药研发标兵,迎接商业化转型元年 | 陈铸鸿,谭震,陈泓道 | 2025-10-02 |