China TMT Sector - Marvell 3QFY25 results: AI super cycle fuels growth & collaboration with AWS on 3nm customized chips | CMS (HK) Research | 2024-12-10 |
Uber (UBER US) - 无人驾驶担忧带来良好买入时机 | 王腾杰,李怡珊,张嘉仪 | 2024-12-10 |
Uber (UBER US) - Robotaxi fear an opportunity to buy on dip | Tommy WONG,Crystal LI,Kaia ZHANG | 2024-12-10 |
China Machinery Sector - A new player in A-share shipbuilding industry: Songfa Ceramics to acquire Hengli Heavy Industry for RMB8bn | CMS (HK) Research | 2024-12-10 |
海外市场周度更新 (2024/12/09) - 美国就业市场降温,制造业小幅改善 | 郭楷泽,郭书音 | 2024-12-09 |
Strategy Weekly (9 December 2024) - US Job Market Cools while Manufacturing Stabilizes | 郭楷泽,Shuyin GUO | 2024-12-09 |
China Consumer Sector - Trump’s Proposed Tariffs on Home Appliances Industry | CMS (HK) Research | 2024-12-09 |
Shanxi Xinghuacun Fenjiu (600809 SH) - Overcoming challenges and reviving growth; Focusing on stability in 2025 | CMS (HK) Research | 2024-12-09 |
China Fixed-Income Strategy - Which urban investments will benefit from the reintroduction of land reserve special bonds? | CMS (HK) Research | 2024-12-06 |
招证国际月度赶海(2024/12) - 全球主要市场月度表现最佳行业及个股追踪 | 郭楷泽,郭书音 | 2024-12-06 |
CMS Monthly Stock Combing (Dec 2024) - Monthly top industries and stocks in major markets | 郭楷泽,Shuyin GUO | 2024-12-06 |
China New Energy Sector - Overseas regions to benefit from anti-dumping and countervailing duty in Southeast Asia countries | CMS (HK) Research | 2024-12-06 |
Global Pharmaceutical & Healthcare - Nov biotech funding retreated; total funding stabilizing | Warren DAI,Jonah Chen,George Chen | 2024-12-05 |
China TMT Sector - Analog Devices (ADI O) 4QFY24 results: Industrial market bottomed out w/ strong demand in Chinese automotive market | CMS (HK) Research | 2024-12-05 |
全球医药、医疗行业 - 11月单月创新药投融资略有回落;健康产业总投融资额企稳 | 代方琦,陈铸鸿,陈泓道 | 2024-12-05 |
Gaotu Group (GOTU US) - Positive on 2025E loss reduction outlook | Crystal LI,Tommy WONG,Kaia ZHANG | 2024-12-05 |
高途集团 (GOTU US) - 看好25年减亏前景 | 李怡珊,王腾杰,张嘉仪 | 2024-12-05 |
全球人工智能/自动驾驶—整车 - 自动驾驶进入快车道,技术与成本分层演进 | 梁勇活,殷浩程 | 2024-12-04 |
亚马逊 (AMZN US) - Cyber Week及AWS re:Invent更新 | 王腾杰,李怡珊,张嘉仪 | 2024-12-04 |
Amazon (AMZN US) - Cyber Week data encouraging + AWS re:Invent AI push | Tommy WONG,Crystal LI,Kaia ZHANG | 2024-12-04 |