股票研究报告
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股票研究报告
Huitongda (9878 HK) - Unique rural AI + commerce leader with recovery outlook Li Yishan, Crystal,Wong Tang Kit, Tommy 2025-09-05
汇通达 (9878 HK) - 独具优势的下沉市场AI+电商领导者,盈利复苏前景可期 李怡珊,王腾杰 2025-09-05
Strategy report - Will value strategies prevent investors from value traps? —— Insights from 1H25 results Ning Bo,Guo Shuyin 2025-09-05
潍柴动力 (2338 HK) - 上半年业绩符合预期,多重因素驱动下半年增长 梁勇活,殷浩程 2025-09-05
Weichai Power (2338 HK) - 1H25 results in line, multiple drivers to fuel 2H25 growth Liang Yonghuo,Harrison, Yin Haocheng 2025-09-05
策略报告 - 价值策略会陷入“价值陷阱”吗?——来自港股1H25财报基本面的启示 𡩋铂,郭书音 2025-09-05
Strategy report - Hong Kong Stocks 1H25 Deep-Dive II: Is there fundamental support for growth strategies? Ning Bo,Guo Shuyin 2025-09-04
策略报告 - 港股1H25业绩深度分析之二:成长策略是否有基本面支撑? 𡩋铂,郭书音 2025-09-04
UBTECH (9880 HK) - Humanoid robot delivery ramping up with clearer path to commercialization and cost-down Liang Yonghuo,Harrison, Yin Haocheng 2025-09-04
优必选 (9880 HK) - 机器人交付能力将提升,商业化及降本路径清晰 梁勇活,殷浩程 2025-09-04
Alphabet (GOOGL US) - 谷歌免于最严厉处罚,分拆提案被驳回 王腾杰,李怡珊 2025-09-03
Alphabet (GOOGL US) - Worst-case of Google breakup averted Wong Tang Kit, Tommy,Li Yishan, Crystal 2025-09-03
China Resources Beer (291 HK) - Key NDR takeaways Wong Ming Him, Joseph 2025-09-03
策略报告 - 港股1H25业绩深度分析之一:新旧经济的极致分化 𡩋铂,郭书音 2025-09-02
Strategy report - Hong Kong Stocks 1H25 Deep-Dive I: Extreme Divergence Between New and Old Economy Ning Bo,Guo Shuyin 2025-09-02
BYD (1211 HK) - 1H25 under expectations, overseas and premiumization to drive growth Liang Yonghuo,Harrison, Yin Haocheng 2025-09-02
比亚迪股份 (1211 HK) - 上半年业绩低于预期,海外及高端化接力成长 梁勇活,殷浩程 2025-09-02
赤子城科技 (9911 HK) - 多重驱动增长势头持续 李怡珊,王腾杰 2025-09-01
美股市场周度更新 (2025/9/1) - 短期谨慎面对流动性风险,等待回调布局机会 𡩋铂,郭书音 2025-09-01
US Strategy Weekly (1 September 2025) - Short‑Term Caution on Liquidity Risks, Positioning for Pullback Opportunities Ning Bo,Guo Shuyin 2025-09-01
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