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 |
Abbisko (2256 HK) - Small molecule powerhouse in commercial transition | Chen Zhuhong, Jonah,Tan Zhen,Chen Hongdao, George | 2025-10-02 |
策略报告 - 25年四季度股票推荐 | 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 | 2025-09-30 |
Strategy report - Stock picks for 4Q25 | 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 | 2025-09-30 |
美国互联网行业 - 持续利好推动长期增长 | 王腾杰,李怡珊 | 2025-09-30 |
US Internet Sector - Incremental positives for long term growth | Wong Tang Kit, Tommy,Li Yishan, Crystal | 2025-09-30 |
HK Strategy Weekly (29 September 2025) - Focus on AI and non-ferrous metals amid intensified market volatility | Ning Bo,Guo Shuyin | 2025-09-29 |
港股市场周度更新 (2025/9/29) - 港股震荡加剧,聚焦AI+有色金属两大结构性主线 | 宁铂,郭书音 | 2025-09-29 |
US Strategy Weekly (29 September 2025) - U.S. Equities: Liquidity Supportive but Risks Building, AI Growth Poised to Continue | Ning Bo,Guo Shuyin | 2025-09-29 |
美股市场周度更新 (2025/9/29) - 美股受流动性支撑但风险累积,AI增长有望持续 | 宁铂,郭书音 | 2025-09-29 |
Global AI Robotics/AD - Robots and AD getting traction on the market, high conviction in medium- to long-term | Liang Yonghuo,Harrison, Yin Haocheng | 2025-09-29 |
全球AI机器人/智能驾驶 - 机器人及智驾市场热度持续升温,继续中长线强推 | 梁勇活,殷浩程 | 2025-09-29 |
Sungrow Power Supply (300274 SZ) - Strong growth in energy storage and vast potential in AIDC | CMS (HK) Research | 2025-09-26 |
Alibaba (BABA US) - 2025 Apsara: Reinforced AI ambition to empower better future | Li Yishan, Crystal,Wong Tang Kit, Tommy | 2025-09-25 |
阿里巴巴 (BABA US) - 2025 云栖大会:强化AI发展愿景,赋能美好未来 | 李怡珊,王腾杰 | 2025-09-25 |
Kstar (002518 SZ) - Equity incentive plan reflects strong growth confidence | CMS (HK) Research | 2025-09-25 |
Fiscal Data Review (August 2025) - Fiscal expenditure expected to accelerate | CMS (HK) Research | 2025-09-24 |
China Macro Economy - Under the Microscope: Price signals from high-frequency data | CMS (HK) Research | 2025-09-23 |
Internet Sector - Voice AI is an important gear in Agentic AI evolution | Wong Tang Kit, Tommy,Chen Hongdao, George,Li Yishan, Crystal | 2025-09-23 |
互联网行业 - 语音AI驱动智能自主AI演进 | 王腾杰,陈泓道,李怡珊 | 2025-09-23 |