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
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
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