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 |