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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
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