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股票研究報告
百胜中国(YUMC US/9987 HK) - 业绩强劲收官,加盟转型,分红提升 黄铭谦 2026-02-05
Alphabet (GOOGL US) - 全面发力 王腾杰,李怡珊,张贺楠 2026-02-05
Yum China (YUMC US/9987 HK) - Strong finish, franchise pivot, higher payout Wong Ming Him, Joseph 2026-02-05
Novartis (NVS US/NOVN SW) - Patent expiration fully priced in; late-stage pipeline reshapes the long-term growth curve Chen Zhuhong, Jonah,Tan Zhen,Chen Hongdao, George 2026-02-05
Kuaishou (1024 HK) - Kling 3.0 launched, eC recommendation framework OneMall released Li Yishan, Crystal,Wong Tang Kit, Tommy 2026-02-05
Alphabet (GOOGL US) - Firing on all cylinders Wong Tang Kit, Tommy,Li Yishan, Crystal,Zhang Henan 2026-02-05
轻松健康 (2661 HK) - AI驱动全链路健康闭环,战略转型开启高质量成长 陈泓道,陈铸鸿,谭震 2026-02-04
QingSong Health (2661 HK) - AI-powered full-cycle health loop drives high-quality growth Chen Hongdao, George,Chen Zhuhong, Jonah,Tan Zhen 2026-02-04
PONY AI (PONY US) - Investment gains narrow losses, scale-up and investment to accelerate in 2026 Liang Yonghuo,Harrison, Yin Haocheng 2026-02-04
教育行业 - 新东方与好未来业绩回顾:营收稳健;成本控制推动利润率超预期 李怡珊,王腾杰 2026-02-03
Education Industry - EDU&TAL review: Top line solid; Margin beat driven by cost control Li Yishan, Crystal,Wong Tang Kit, Tommy 2026-02-03
港股市场周报 (2026/2/2) - 外部叙事加剧波动,港股配置如何稳中求进? 宁铂 2026-02-02
HK Strategy Weekly (2 February 2026) - Overseas Narratives Heighten Volatility: How to Navigate Allocation with Resilience? Ning Bo 2026-02-02
US Strategy Weekly (2 February 2026) - Could the Fed under Warsh's Leadership Reshape the Financial Market Order? Ning Bo 2026-02-02
美股市场周报(2026/2/2) - 沃什领导下的美联储能否重构金融市场秩序? 宁铂 2026-02-02
Alphabet (GOOGL US); Roblox (RBLX US) - Gaming share price drops on Google’s Project Genie Wong Tang Kit, Tommy,Li Yishan, Crystal,Zhang Henan 2026-02-02
人形机器人 - 2026行业拐点:中国全产业链爆发,海外跨越式发展 梁勇活,殷浩程 2026-01-30
Humanoid Robotics - 2026 Inflection point: Explosive expansion within China's industry chain, leapfrog development overseas Liang Yonghuo,Harrison, Yin Haocheng 2026-01-30
CSPC Pharma (1093 HK) - Historical deal announced and why stock tumbled Chen Zhuhong, Jonah,Tan Zhen,Chen Hongdao, George 2026-01-30
Laopu Gold (6181 HK) - From Gold Beta to Execution Risk Wong Ming Him, Joseph 2026-01-29
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