China Pharmaceutical & Healthcare - Post Liberation-Day summary on sector performance and direction of BD deal transaction | Chen Zhuhong, Jonah,Chen Hongdao, George | 2025-08-14 |
腾讯 (700 HK) - AI赋能增长动能增强;目标价上调至700港元 | 李怡珊,王腾杰 | 2025-08-14 |
Tencent (700 HK) - AI-driven growth momentum strengthens; TP up to HKD700 | Li Yishan, Crystal,Wong Tang Kit, Tommy | 2025-08-14 |
Tencent Music Entertainment Group (TME US) - 2Q25 beat; Positive growth outlook with multiple drivers | Li Yishan, Crystal,Wong Tang Kit, Tommy | 2025-08-13 |
Macro report - US July CPI: Softer Than Expected, Sep Rate Cut Probability Rises | Guo Shuyin | 2025-08-13 |
腾讯音乐 (TME US) - 25年二季度业绩超预期;多重因素驱动下增长前景乐观 | 李怡珊,王腾杰 | 2025-08-13 |
宏观报告 - 美国7月CPI:略低于预期,9月降息概率上升 | 郭书音 | 2025-08-13 |
康师傅 (322 HK) - 复苏动能与股息支撑推动评级上调至增持 | 黄铭谦 | 2025-08-12 |
Tingyi Holding (322 HK) - U/G to BUY on recovery momentum + yield support | Wong Ming Him, Joseph | 2025-08-12 |
China Internet Sector - Overseas Adventure Series (1): MENA & Media | Li Yishan, Crystal,Wong Tang Kit, Tommy | 2025-08-12 |
中国互联网行业 - 探秘出海机遇系列(一):中东北非传媒行业 | 李怡珊,王腾杰 | 2025-08-12 |
礼来制药 (LLY US) - 口服GLP-1小分子低于预期,但市场反应到位 | 陈铸鸿,陈泓道 | 2025-08-11 |
Eli Lilly (LLY US) - Oral GLP-1 OFG obesity data miss largely priced in; fundamentals remain solid | Chen Zhuhong, Jonah,Chen Hongdao, George | 2025-08-11 |
全球医药、医疗行业 - GenAI前沿实践更新,Agent化落地成主线 | 陈泓道,陈铸鸿 | 2025-08-11 |
Global Pharmaceutical & Healthcare - Healthcare AI's New Frontier: The Rise of Agents | Chen Hongdao, George,Chen Zhuhong, Jonah | 2025-08-11 |
Strategy Weekly (11 August 2025) - Fed Rate Cut in September Now Widely Expected | Guo Shuyin | 2025-08-11 |
海外市场周度更新 (2025/8/11) - 美联储9月降息已成为共识 | 郭书音 | 2025-08-11 |
HK Strategy Monthly (August 2025) - Building Upside Potential Amid Market Fluctuations | Guo Shuyin | 2025-08-08 |
港股策略月报 (2025/8) - 震荡中蓄力上行 | 郭书音 | 2025-08-08 |
资生堂 (4911 JP) - 利润率稳定,但增长前景仍具不确定性 | 黄铭谦 | 2025-08-08 |