全球人工智能/机器人 - 通用机器人迭代加快,专业机器人率先突破 | 梁勇活,殷浩程 | 2025-07-02 |
Global AI/Robotics - General-purpose humanoid to accelerate, vertical-specialized robots to lead early breakthroughs | Liang Yonghuo,Harrison, Yin Haocheng | 2025-07-02 |
Strategy report - Stock picks for 3Q25 | Lee Yat Fai, Sam,Guo Shuyin,Wong Tang Kit, Tommy,Liang Yonghuo,Chen Zhuhong, Jonah,Wong Ming Him, Joseph,Li Yishan, Crystal,Harrison, Yin Haocheng,Chen Hongdao, George | 2025-06-30 |
策略报告 - 25年三季度股票推荐 | 李日晖,郭书音,王腾杰,梁勇活,陈铸鸿,黄铭谦,李怡珊,殷浩程,陈泓道 | 2025-06-30 |
海外市场周度更新 (2025/6/30) - 美股技术性反弹创新高,经济数据提示谨慎配置 | 郭书音 | 2025-06-30 |
Strategy Weekly (30 June 2025) - US Stock’s Technical Rebound Hits New Highs; Weak Data Urges Caution | Guo Shuyin | 2025-06-30 |
Atour Lifestyle (ATAT US) - Re-rating continues | Wong Ming Him, Joseph | 2025-06-27 |
亚朵 (ATAT US) - 持续估值重估 | 黄铭谦 | 2025-06-27 |
China Macro Economy - China economy to stabilise in 2H25 | CMS (HK) Research | 2025-06-27 |
Willfar Information Technology (688100 SH) - Leading digital upgrades and speeding up overseas expansion | CMS (HK) Research | 2025-06-25 |
新东方教育科技集团 (EDU US) - 业务推进顺利,股东回报潜力释放 | 李怡珊,王腾杰 | 2025-06-25 |
New Oriental Education (EDU US) - Ontrack development with potential shareholder return catalysts | Li Yishan, Crystal,Wong Tang Kit, Tommy | 2025-06-24 |
China Macro Economy - Global liquidity expansion mechanism may shift | CMS (HK) Research | 2025-06-24 |
海外市场周度更新 (2025/6/23) - 中东地缘冲突升级但极端风险可控 | 郭书音 | 2025-06-23 |
Strategy Weekly (23 June 2025) - Middle East Geopolitical Tensions Escalate, but Extreme Risks Remain Manageable | Guo Shuyin | 2025-06-23 |
China Metals & Mining Sector - Coal prices lacking upside momentum, awaiting summer demand surge | CMS (HK) Research | 2025-06-20 |
欢聚 (JOYY US) - 估值具备显著吸引力 | 王腾杰,李怡珊 | 2025-06-19 |
China Banking Sector - PBoC support ensures liquidity stability | CMS (HK) Research | 2025-06-19 |
JOYY (JOYY US) - Exceptional value | Wong Tang Kit, Tommy,Li Yishan, Crystal | 2025-06-18 |
China Macro Economy - Under the Microscope: Policy Signals from High-Frequency Indicators | CMS (HK) Research | 2025-06-18 |