股票研究报告
宏观经济
投资策略
行业研究
公司研究
晨会报告
股票研究报告
Strategy report - CMS vs Market (17 October 2025) Lee Yat Fai, Sam,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 2025-10-17
策略报告 - 招证观点与市场的预期差(2025/10/17) 李日晖,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 2025-10-17
Xtep International (1368 HK) - 3Q steady; online re-vamp a long term gain Wong Ming Him, Joseph 2025-10-17
Fuyao Glass (3606 HK) - 3Q25 results in line, organic growth remains strong Liang Yonghuo,Harrison, Yin Haocheng 2025-10-17
福耀玻璃 (3606 HK) - 三季度业绩符合预期,内生增长动力仍强劲 梁勇活,殷浩程 2025-10-17
特步国际 (1368 HK) - 三季度表现稳健,电商业务调整助力长期增长 黄铭谦 2025-10-17
Inflation Data Review (September 2025) - PPI recovery gains ground CMS (HK) Research 2025-10-17
Zhejiang Daily Digital Culture (600633 SH) - Exploring “culture-tech” integration through deepened strategic partnership CMS (HK) Research 2025-10-16
China Pet Foods (002891 SZ) - Revenue from domestic own brands surged, NPM excl. one-offs increased in 3Q25 CMS (HK) Research 2025-10-16
Netflix (NFLX US) - Solid content pipeline ramping into 4Q Wong Tang Kit, Tommy,Li Yishan, Crystal 2025-10-15
Netflix (NFLX US) - 强劲内容储备推动四季度增长 王腾杰,李怡珊 2025-10-15
China Macro Economy - Under the Microscope: Gold price outlook after all-time highs CMS (HK) Research 2025-10-15
China Property Sector - Weekly high-frequency data tracker: Second-hand housing average daily contracted area surpasses 2020 levels CMS (HK) Research 2025-10-15
京东 (JD US) - 25年三季度业绩前瞻:发展步伐稳健,风险回报具吸引力 李怡珊,王腾杰 2025-10-14
China Macro Economy - China's export and import growth accelerated in September CMS (HK) Research 2025-10-14
港股四季度策略报告 (2025/10) - “霜叶红于二月花”:港股边际利好积聚,AI与有色共舞 宁铂,郭书音 2025-10-14
Fiscal Data Forecast (September 2025) - China's social financing growth slowing down CMS (HK) Research 2025-10-14
JD.com (JD US) - 3Q25 preview: on track development with attractive risk reward Li Yishan, Crystal,Wong Tang Kit, Tommy 2025-10-14
4Q HK Equity Strategy (October 2025) - Favorable Prospects in the Final Quarter: Marginal Tailwinds Gather for HK Equities Led by AI and Gold Ning Bo,Guo Shuyin 2025-10-14
Macro report - Trump's tariff threat: a "TACO Trade" driven more by politics than economics, likely a short-term disruption Ning Bo,Guo Shuyin 2025-10-13
页面 /524