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
Inflation Data Review (November 2025) - Inflation uptrend intact CMS (HK) Research 2025-12-12
China Macro Economy - 2026 liquidity outlook – policy meaning of “moderate accommodation” CMS (HK) Research 2025-12-12
Our takes on November exports & imports - Exports of new-quality productivity-related products showed strong growth CMS (HK) Research 2025-12-11
Macro report - FOMC Meeting Takeaways: 25bps Cut Inline. Three Rate Cuts Likely Next Year Ning Bo,Guo Shuyin 2025-12-11
宏观报告 - FOMC会议解读: 如期降息25bps,我们预计明年仍有三次降息 宁铂,郭书音 2025-12-11
策略报告 - 2026一季度市场策略展望和股票推荐 宁铂,郭书音,王腾杰,梁勇活,陈铸鸿,黄铭谦,李怡珊,谭震,殷浩程,陈泓道 2025-12-10
Strategy report - Market Outlook and Stock Picks for 1Q26 Ning Bo,Guo Shuyin,Wong Tang Kit, Tommy,Liang Yonghuo,Chen Zhuhong, Jonah,Wong Ming Him, Joseph,Li Yishan, Crystal,Tan Zhen,Harrison, Yin Haocheng,Chen Hongdao, George 2025-12-10
Fiscal Data Forecast (November 2025) - Policy-driven instruments continue to support credit loans CMS (HK) Research 2025-12-10
Reddit (RDDT US) - Authentic Community + AI Driving Long Term Growth Wong Tang Kit, Tommy,Li Yishan, Crystal 2025-12-09
Reddit (RDDT US) - 真实社区优势与人工智能驱动长期增长 王腾杰,李怡珊 2025-12-09
HK Equity 2026 Strategy Outlook - Hong Kong Equity Market: New Drivers and Allocation Strategy — “New Supply” Creates “New Demand” Ning Bo,Guo Shuyin 2025-12-08
港股2026年度策略展望 - 港股市场新动力与配置策略:“新供给”创造“新需求” 宁铂,郭书音 2025-12-08
US Strategy Weekly (8 December 2025) - Rate Cut Imminent — Fed Dot Plot and Statement to Set Year-End Market Tone Ning Bo,Guo Shuyin 2025-12-08
美股市场周度更新 (2025/12/8) - 降息在即,美联储点阵图及声明将定调年末行情 宁铂,郭书音 2025-12-08
Strategy report - CMS vs Market (5 December 2025) Lee Yat Fai, Sam,Wong Tang Kit, Tommy,Liang Yonghuo,Chen Zhuhong, Jonah,Wong Ming Him, Joseph,Ning Bo,Tan Zhen,Li Yishan, Crystal,Guo Shuyin,Harrison, Yin Haocheng,Chen Hongdao, George 2025-12-05
策略报告 - 招证观点与市场的预期差(2025/12/5) 李日晖,王腾杰,梁勇活,陈铸鸿,黄铭谦,宁铂,谭震,李怡珊,郭书音,殷浩程,陈泓道 2025-12-05
奈飞 (NFLX US) - 竞购华纳之路波折不断 王腾杰,李怡珊 2025-12-05
Netflix (NFLX US) - Bumpy road to contest for WBD Wong Tang Kit, Tommy,Li Yishan, Crystal 2025-12-05
Markets Liquidity and Regulatory Updates - Shifts in tech-sector flows CMS (HK) Research 2025-12-05
China Macro Economy - Under the Microscope: Property prices to play a limited role in 2026 reflation CMS (HK) Research 2025-12-05
頁面 /529