Roblox (RBLX US) - Continued positive incremental improvements | Wong Tang Kit, Tommy,Li Yishan, Crystal | 2025-09-12 |
Roblox (RBLX US) - 稳步向好,持续优化 | 王腾杰,李怡珊 | 2025-09-12 |
中国互联网行业 - 中东及北非主题NDR要点:海外机遇广阔且前景光明 | 李怡珊,王腾杰 | 2025-09-11 |
China Internet Sector - MENA themed NDR takeaway: Overseas opportunity broad and bright | Li Yishan, Crystal,Wong Tang Kit, Tommy | 2025-09-11 |
Microsoft (MSFT US) - Leading AI+SAAS+CLOUD growth | Wong Tang Kit, Tommy,Li Yishan, Crystal | 2025-09-10 |
Microsoft (MSFT US) - 领先的AI+SaaS+云增长格局 | 王腾杰,李怡珊 | 2025-09-10 |
Global AI/Robotics - Multiple catalysts driving robotics and AD, strong BUY on sector leaders | Liang Yonghuo,Harrison, Yin Haocheng | 2025-09-09 |
全球人工智能/机器人 - 多重利好催化机器人及智驾链,强推重点龙头公司 | 梁勇活,殷浩程 | 2025-09-09 |
特步国际 (1368 HK) - 三季度展望稳健支撑持续增长 | 黄铭谦 | 2025-09-09 |
US Strategy Weekly (9 September 2025) - U.S. Economy Shows Marginal Slowdown; 75 bps Rate Cuts This Year Seen as Base Case | Ning Bo,Guo Shuyin | 2025-09-09 |
美股市场周度更新 (2025/9/9) - 美国经济边际放缓,年内降息75基点成基准情形 | 𡩋铂,郭书音 | 2025-09-09 |
全球医药、医疗行业 - 2025 WCLC 肺癌大会:市场关注Summit亚组分析以及BD | 陈铸鸿,陈泓道 | 2025-09-09 |
Global Pharmaceutical & Healthcare - 2025 WCLC lung cancer conference updates: Subgroup analysis and targeted therapy | Chen Zhuhong, Jonah,Chen Hongdao, George | 2025-09-09 |
Xtep International (1368 HK) - Solid 3Q outlook supports steady growth | Wong Ming Him, Joseph | 2025-09-09 |
HK Strategy Weekly (8 September 2025) - Eyes on non-ferrous metals and Hang Seng IT; A-H premium narrowing substantially amid index review | Ning Bo,Guo Shuyin | 2025-09-08 |
港股市场周度更新 (2025/9/8) - 关注有色金属与恒生科技,指数调整致AH溢价显著收窄 | 𡩋铂,郭书音 | 2025-09-08 |
宏观报告 - 美国8月非农大幅不及预期,年内降息75bps几成定局 | 𡩋铂,郭书音 | 2025-09-08 |
Macro report - U.S. Aug Nonfarm Payrolls Miss Sharply, Fed on Track for 75bps of Rate Cuts by Year‑End | Ning Bo,Guo Shuyin | 2025-09-08 |
港股月度策略报告 (2025/9) - 在波动中把握结构性机会 | 𡩋铂,郭书音 | 2025-09-07 |
HK Strategy Monthly (September 2025) - Capturing Structural Opportunities Amid Volatile Market | Ning Bo,Guo Shuyin | 2025-09-07 |