股票研究報告
宏觀經濟
投資策略
行業研究
公司研究
晨會報告
股票研究報告
Strategy report - Southbound Long term Investment Behavior and Trend Potential: Can It Sustain a Hong Kong Bull Market? Ning Bo,Guo Shuyin 2025-11-05
策略报告 - 南向资金长期投资行为与趋势潜力分析:能否支撑起港股牛市? 宁铂,郭书音 2025-11-05
Uber (UBER US) - Strong 3Q, more incremental investment in growth areas Wong Tang Kit, Tommy,Li Yishan, Crystal 2025-11-05
Spotify科技集团 (SPOT US) - 强劲三季度业绩和定价优化预示2026年前景向好 王腾杰,李怡珊 2025-11-05
Spotify Technology S.A. (SPOT US) - Robust 3Q and better pricing point to a favorable 2026 Wong Tang Kit, Tommy,Li Yishan, Crystal 2025-11-05
Uber (UBER US) - 三季度业绩表现强劲,更多增长领域增量投资 王腾杰,李怡珊 2025-11-05
百胜中国(YUMC US/9987 HK) - 季度业绩持续稳健,门店扩张提速 黄铭谦 2025-11-05
Yum China (YUMC US/9987 HK) - Another solid quarter, net opens speeded up Wong Ming Him, Joseph 2025-11-05
Auto and Auto Parts – NEV review: Industry Beta likely to stay weak in 4Q25 amid policy normalization, watch companies with hit products Liang Yonghuo,Harrison, Yin Haocheng 2025-11-04
亚马逊 (AMZN US) - OpenAI与New Glenn火箭 王腾杰,李怡珊 2025-11-04
Amazon (AMZN US) - Open AI and New Glenn rocket Wong Tang Kit, Tommy,Li Yishan, Crystal 2025-11-04
汽车汽配 - 新能源点评:四季度行业贝塔偏弱,关注产品线突破公司 梁勇活,殷浩程 2025-11-04
China Macro Economy - Under the Microscope: Policy to curb excessive competition showing initial success CMS (HK) Research 2025-11-04
US Strategy Weekly (3 November 2025) - Elevated AI Valuations Call for Fundamentals Validation; Maintain OVERWEIGHT on U.S. Equities Ning Bo,Guo Shuyin 2025-11-03
美股市场周度更新 (2025/11/3) - 美股AI估值过高需基本面支撑;战略性看多 宁铂,郭书音 2025-11-03
港股市场周度更新 (2025/11/3) - 中美缓和,美联储宽松,监管鼓励长线基本面投资,保持对港股市场的乐观 宁铂,郭书音 2025-11-03
HK Strategy Weekly (3 November 2025) - U.S.–China Easing, Fed Policy Loosing, and Regulatory Support for Long-Term Fundamental Investing: Remain Positive on the Hong Kong Market Ning Bo,Guo Shuyin 2025-11-03
Amazon (AMZN US) - AWS growth pick up, trade tension eased Wong Tang Kit, Tommy,Li Yishan, Crystal 2025-10-31
亚马逊 (AMZN US) - AWS增长回升,贸易紧张局势缓解 王腾杰,李怡珊 2025-10-31
比亚迪股份 (1211 HK) - 三季度业绩不及预期,静待增长动力切换至海外市场 梁勇活,殷浩程 2025-10-31
頁面 /527