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Auto & Robotics - China–US parallel advances in AD position the sector for an early cyclical breakout Liang Yonghuo,Harrison, Yin Haocheng 2025-12-19
汽车及机器人 - 中美同步推进高阶智驾,智驾板块将率先突破脱离低谷 梁勇活,殷浩程 2025-12-19
China Macro Economy - Under the Microscope: Service consumption emerging as key driver of household spending growth CMS (HK) Research 2025-12-19
Global Pharmaceutical & Healthcare - 2026 Healthcare Outlook: AI-Driven Efficiency Gains, Capex Recovery, and the Clearing of Medtech Policy Headwinds Chen Zhuhong, Jonah,Tan Zhen,Chen Hongdao, George 2025-12-18
全球医药、医疗行业 - 2026年医疗科技行业展望:AI提效、资本开支复苏与医疗器械政策趋稳 陈铸鸿,谭震,陈泓道 2025-12-18
中国消费行业 - 收益为锚,增长为翼 黄铭谦 2025-12-17
China Consumer - Yield anchors; Growth satellites Wong Ming Him, Joseph 2025-12-17
Economic Data Review (November 2025) - Demand remains sluggish CMS (HK) Research 2025-12-17
China Consumer Sector - Nov retail sales +1.3% yoy; subsidy phase-out putting pressure on appliances demand growth CMS (HK) Research 2025-12-16
US Ride-hailing Sector - Robotaxi headlines provide entry opportunity Wong Tang Kit, Tommy,Li Yishan, Crystal 2025-12-16
美国出行行业 - Robotaxi最新动态带来布局良机 王腾杰,李怡珊 2025-12-16
US Strategy Weekly (15 December 2025) - Faced with short-term constraints from rising long-term interest rates and fundamental risks within AI companies Ning Bo,Guo Shuyin 2025-12-15
美股市场周度更新 (2025/12/15) - 美股市场短期受制于长端利率和AI公司基本面风险 宁铂,郭书音 2025-12-15
HK Strategy Weekly (15 December 2025) - What's behind the recent retreat? Cross-year rebound still on the radar Ning Bo,Guo Shuyin 2025-12-15
港股市场周度更新 (2025/12/15) - 港股缘何走弱?后市怎么看? 宁铂,郭书音 2025-12-15
Inflation Data Review (November 2025) - Inflation uptrend intact CMS (HK) Research 2025-12-12
China Macro Economy - 2026 liquidity outlook – policy meaning of “moderate accommodation” CMS (HK) Research 2025-12-12
Our takes on November exports & imports - Exports of new-quality productivity-related products showed strong growth CMS (HK) Research 2025-12-11
Macro report - FOMC Meeting Takeaways: 25bps Cut Inline. Three Rate Cuts Likely Next Year Ning Bo,Guo Shuyin 2025-12-11
宏观报告 - FOMC会议解读: 如期降息25bps,我们预计明年仍有三次降息 宁铂,郭书音 2025-12-11
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