股票研究報告
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投資策略
行業研究
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晨會報告
股票研究報告
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
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