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- 2025-03-28 09:30:00Strong engine margin expansion in 2024; 55% dividend payout ratio a ……
- 2025-03-26 16:07:002024 results below expectation; Still positive on the structural ove……
- 2025-03-25 09:20:004Q24 margins lay foundation for FY25 earnings
- 2025-03-19 11:30:00Strengthened earnings certainty drives valuation recovery
- 2025-03-18 20:02:00美国经济：零售显示消费放缓
- 2025-03-17 15:50:0024财年业绩稳健，受益于产业链自主可控趋势，上调至“买入”评级
- 2025-03-13 18:56:00美国经济：通胀超预期放缓，但不确定性仍在
- 2025-03-11 19:49:00全球经济：海湖庄园协议构想：前景与影响
- 2025-03-10 11:34:00美国经济：就业市场仍然稳健，联储将继续暂停降息
- 2025-03-07 19:23:00房地产：~70%概率二季度板块受提振，建议增配优质标的
- 2025-03-07 09:15:00美国经济：不确定性上升
- 2025-03-03 22:27:00全球经济：路演反馈
- 2025-02-28 10:17:00英伟达：四季度业绩及指引保持稳健；投资者仍关注公司在26财年后的增长驱……
- 2025-02-25 20:02:00中国医药：药品价格政策有望优化，医疗AI加速商业化落地
- 2025-02-25 16:04:00拥抱AI，与联影智能深入协同
- 2025-02-24 17:22:00全球经济：美国优先投资政策的可能影响
- 2025-02-09 20:43:00半导体：台积电：AI需求激增推动强劲的业绩和指引
- 2025-02-07 08:48:00美国经济：PMI显示经济放缓但仍有韧性
- 2025-02-04 23:59:00Solid results despite supply chain constraints; expect for another s……
- 2025-01-27 10:46:00Embracing AI and moving on to a new growth trajectory
- 2025-01-22 17:50:00Expect sequential improvement ahead
- 2025-01-20 16:13:00Entering 2025 with a clean slate,with the worst left behind
- 2025-01-03 08:38:00Valuation to improve on ODM business spin-off
- 2024-12-20 09:51:002025年度策略报告：寒潮未尽 春山可望
- 2024-12-17 17:00:00科技2025展望：终端需求复苏延续，端侧AI创新落地提速
- 2024-12-17 16:58:00半导体2025展望：AI热潮将延续
- 2024-12-17 16:56:00燃料电池重卡行业或将在2026-2027年迎来拐点
- 2024-12-17 16:51:002025美国经济展望：开局乐观，渐趋谨慎
- 2024-12-12 17:39:00互联网2025展望：逆风前行，但可以有更多期待
- 2024-12-12 17:32:00汽车2025年展望：似曾相识燕归来，春风拂柳吐新芽
- 2024-12-09 09:04:00生物安全法案大概率立法失败，看好估值修复
- 2024-12-02 22:07:00中国金融行业：市场利率定价自律机制两项《倡议》点评
- 2024-11-22 14:37:00半导体：英伟达三季度业绩回顾：预计明年Blackwell需求将保持强劲
- 2024-11-18 19:41:00中国医药：医疗设备招标有望复苏，创新药出海成果丰硕
- 2024-11-14 18:00:00美国经济：去通胀速度放缓
- 2024-11-13 13:09:00互联网双十一趋势观察：GMV增速好于预期
- 2024-11-12 13:12:00双靶点GLP1/GIP创新药未来可期；首予买入
- 2024-11-11 09:00:00投资者日要点：国之重器，扬帆出海
- 2024-11-10 16:25:00美国经济：美联储如期降息
- 2024-11-04 14:13:00美国经济：就业显示放缓迹象
- 2024-11-04 10:46:00Anticipating a rapid rebound in domestic business
- 2024-11-04 10:17:00LT growth intact; D/G to HOLD as the company goes through business m……
- 2024-10-31 09:10:00Expect domestic business to rebound from 2025
- 2024-10-30 10:42:003Q24 net profit +38% YoY, beat expectations; US remains the most pro……
- 2024-10-30 10:40:00Earnings recovery underway
- 2024-10-30 10:38:003Q results review: Solid revenue growth with lower margin
- 2024-10-30 10:37:00Solid Q3 earnings signal intact growth trajectory
- 2024-10-29 09:12:003Q24 earnings below expectations due to margin contraction
- 2024-10-29 08:56:00PCB outperformed CCL in 3Q; margin improved sequentially
- 2024-10-28 10:05:00Both semi/ODM segments showed turnaround signals with sequential gro……
- 2024-10-25 14:40:003Q24 recovery on track; Poised to benefit from XR/TWS/gaming product……
- 2024-10-24 13:47:00Solid 3Q with intact near-term prospects; Maintain BUY
- 2024-10-21 15:58:00地缘政治扰动有限，业绩企稳复苏
- 2024-10-15 15:12:00半导体：AMD “Advancing AI”大会回顾
- 2024-10-14 22:14:00Still positive, but wait for a better entry point after 3Q24E result……
- 2024-10-14 16:07:00美国经济：通胀放缓但略超预期
- 2024-10-08 10:17:00美国经济：PMI显示经济韧性与分化
- 2024-09-19 14:09:00美国经济：超预期幅度降息但指引偏鹰
- 2024-09-19 14:09:00互联网：2Q业绩总结及选股策略更新：确定性或仍为主线
- 2024-09-12 10:44:00《生物安全法案》靴子基本落地，业务有望保持稳健
