股票研究报告
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股票研究报告
特斯拉 (TSLA US) - 汽车周期压力犹存,因缺乏短期催化剂下调评级至中性 梁勇活,殷浩程 2025-07-24
Tesla (TSLA US) - Auto cycle headwinds persist, downgrade to HOLD on lack of near-term catalysts Liang Yonghuo,Harrison, Yin Haocheng 2025-07-24
Alphabet (GOOGL US) - Strong 2Q boosted by advertising and cloud Wong Tang Kit, Tommy,Li Yishan, Crystal 2025-07-24
Ecovacs Robotics (603486 SH) - Upgrade to STRONG BUY: Revenue and earnings beat, returning to high-quality growth CMS (HK) Research 2025-07-23
Roborock Technology (688169 SH) - Optimizing domestic competitive landscape and boosting export profitability CMS (HK) Research 2025-07-23
Global Cosmetics - Jun-Q preview: We prefer Giant Biogene & L’Oreal Wong Ming Him, Joseph 2025-07-22
全球美妆 - 25年6月季度业绩前瞻:看好巨子生物与欧莱雅 黄铭谦 2025-07-22
Strategy Weekly (21 July 2025) - Initial Signs of US Tariff Pass-through, Consumer Resilience Tested Guo Shuyin 2025-07-21
海外市场周度更新 (2025/7/21) - 美国关税传导初现端倪,消费韧性面临考验 郭书音 2025-07-21
Global AI/Robotics - Favorable industry catalysts reinforce our positive view on leading names Liang Yonghuo,Harrison, Yin Haocheng 2025-07-21
全球人工智能/机器人 - 行业密集利好来袭,看好头部领先公司 梁勇活,殷浩程 2025-07-21
Netflix (NFLX US) - 二季度业绩超预期,上调全年营收指引,下半年内容阵容强劲 王腾杰,李怡珊 2025-07-18
策略报告 - 中国香港稳定币发展的前景和挑战 李日晖,郭书音,陈泓道 2025-07-18
Strategy report - Hong Kong Stablecoins: Outlook and Challenges Lee Yat Fai, Sam,Guo Shuyin,Chen Hongdao, George 2025-07-18
Netflix (NFLX US) - 2Q beat, raise revenue guidance, robust 2H pipeline Wong Tang Kit, Tommy,Li Yishan, Crystal 2025-07-18
吉利汽车 (175 HK) - 合并极氪深化战略聚焦,上调目标价至32港元 梁勇活,殷浩程 2025-07-17
Geely Auto (175 HK) - Zeekr merger deepens strategic focus, raising TP to HKD 32 Liang Yonghuo,Harrison, Yin Haocheng 2025-07-17
China Macro Economy - June retail goods sales demonstrated robust resilience CMS (HK) Research 2025-07-17
Roblox (RBLX US) - IP licensing program to drive more engagement Wong Tang Kit, Tommy,Li Yishan, Crystal 2025-07-17
Roblox (RBLX US) - 推出IP授权计划提升用户参与度 王腾杰,李怡珊 2025-07-17
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