- 2024-01-15 16:49:00美国经济:CPI超预期反弹,降息路径预期短期或仍有波动
- 2024-01-12 14:51:00美国经济:就业超预期,市场降息预期有所波动
- 2024-01-09 17:01:00美国经济:PMI显示经济降温迹象
- 2024-01-09 16:47:00全年业绩略逊预期;下调24年收入/净利9%/16%
- 2024-01-02 09:48:00Acquisition of Pegatron’s Kunshan plant to further boost iPhone ass……
- 2023-12-19 15:40:00招财日报:每日投资策略
- 2023-12-18 15:34:00每日投资策略
- 2023-12-18 15:05:00海外顶奢消费跟踪:压制需求释放后,明年增长常态化
- 2023-12-15 15:11:002024年度策略报告:曙光初现
- 2023-12-15 10:32:00Expect Shengyi to enter Nvidia supply chain in 2024
- 2023-12-11 17:25:00每日投资策略
- 2023-12-11 16:56:00中国医药:海外CXO行业3Q23业绩剖析:业绩继续分化;融资复苏仍需时间;……
- 2023-12-07 14:13:00首席观点:美国为什么还没有出现衰退?
- 2023-12-05 08:47:002024年必须消费首推
- 2023-11-30 11:10:00Oct operating data recap
- 2023-11-28 16:11:002024年中国经济展望:温和改善
- 2023-11-23 10:13:00焦点股份
- 2023-11-22 14:37:002024年美国经济展望:在软着陆与温和衰退之间
- 2023-11-16 13:56:00美国经济:通胀超预期回落,美国加息周期几近结束
- 2023-11-08 10:44:00美元指数:波动周期、影响因素与未来前景
- 2023-11-07 16:22:00美国经济:PMI回落,经济降温
- 2023-11-07 15:54:00美国经济:就业放缓强化加息到顶预期
- 2023-11-03 16:54:00以人为本:构建直达居民部门的政策工具
- 2023-11-02 18:07:003Q rev/np +3%/59%; cost cut was key to profit growth
- 2023-11-02 18:04:00Peptide business becoming a new growth driver
- 2023-11-02 18:02:00Impressive 3Q results; Maintain BUY
- 2023-11-02 18:02:00Lead the way as the renewable frontrunner
- 2023-11-02 18:02:00Profit may continue to beat in next few quarters
- 2023-10-31 10:15:003Q23 weakness in line; Margin recovery on track into 4Q/FY24E
- 2023-10-30 14:25:00Pending industry recovery with in-line 3Q results
- 2023-10-30 14:15:00Business stabilizing from late September
- 2023-10-30 14:13:00Expect strong 3Q momentum to continue;Upgrade to BUY
- 2023-10-30 14:00:00Inflection point appeared, but structural improvement likely takes t……
- 2023-10-30 13:57:003Q23 earnings +53% YoY; A clean beat on a surprising margin expansio……
- 2023-10-30 13:57:00Sector headwinds continue to impact growth
- 2023-10-30 13:40:00三季度业绩凸显韧性,不改长期稳健预期
- 2023-10-27 16:47:003Q results confirmed ODM back on track; poised for further growth
- 2023-10-26 14:19:003Q rev/np -11%/40%; a significant miss
- 2023-10-26 14:05:00Mixed 3Q results
- 2023-10-24 16:53:00Expect higher contribution from AI revenue in 3Q; Upgrade to Buy
- 2023-10-24 16:42:00Robust 3Q23 power generation; controlling shareholder’s share incre……
- 2023-10-24 16:31:00Resilient 3Q23 despite macro headwinds;Positive outlook for auto and……
- 2023-10-24 16:08:003Q rev/np +13%/16%; mixed near-term outlook
- 2023-10-24 16:06:00Strong 3Q results on accelerating AI revenue
- 2023-10-24 10:04:003季度收入/净利润增长21%/24%;期待双十一发力
- 2023-10-16 17:37:003Q23 earnings surged 120-200% YoY; Strong gas trucks sales continue ……
- 2023-10-16 17:02:00美国经济:去通胀近期受阻,远期仍将延续
- 2023-10-12 09:34:0025省IVD试剂集采规则延续性强,促进国产替代
- 2023-10-10 15:52:00A defensive play with long runway for growth
- 2023-10-10 15:28:003Q prelim rev/np +28%/93%; estimates unchanged
- 2023-10-10 09:15:00美国经济:就业增长强劲,薪资增速放缓
- 2023-10-06 13:54:00美国经济:服务业保持扩张,制造业超预期回升
- 2023-09-28 15:35:00盈利能力维稳,保障净利额为全年首要目标
- 2023-09-22 10:02:00Expect modest sequential growth in 2H23
- 2023-09-22 09:58:00Soft 1H23 numbers suggest no immediate turnaround
- 2023-09-20 11:18:00每日投资策略
- 2023-09-19 13:43:00每日投资策略
- 2023-09-15 19:52:00美国经济:油价反弹助推零售和PPI
- 2023-09-15 14:03:00美国经济:美联储或暂停加息,但不会很快转鸽
- 2023-09-14 10:00:00每日投资策略