-
-
23Q4财报更新：锂矿成本知多少.pdf
-
Americas Healthcare_ Biotechnology_ NVDA lays out its vision for AI in healthcare(1).pdf
-
Americas Internet Retail_ Takeaways from Shoptalk 2024 Across eCommerce, Digital Advertising and Retail(1)(1).pdf
-
Americas Real Estate_ REITs_ Expect industrial absorption to improve marginally in '24 (from '23), but off to a slow leasing ...(1).pdf
-
Americas Retail_ Supermarkets_ March grocery pricing survey shows relatively stable prices; price gaps widen.pdf
-
Asia-Pacific Portfolio Strategy_ Solid 2Q outlook driven by rates, elections, earnings, and policy(1)(1).pdf
-
Asia-Pacific Portfolio Strategy_ Solid 2Q outlook driven by rates, elections, earnings, and policy(1).pdf
-
China Mobile (HK) (0941.HK)_ Payout ratio 75 in 2024; 4Q recap(1).pdf
-
China New Energy Vehicle Weekly Chartbook_ 2024 Week 11 – NEV_ICE dealer discount narrowed; BYD market share +2.2pp wow, Denz...(1).pdf
-
Commodity Insights_ Tracking Tightness; Still Selectively Constructive (1).pdf
-
Global Metals & Mining_ Copper Leaching Breakthrough Technologies(1).pdf
-
Global Technology_ Semiconductors - Memory_ Stronger AI demand to lead to HBM TAM of US$23bn by 2026; our view on HBM competi...(1).pdf
-
Hudson Pacific Properties Inc. (HPP)_ Management meeting takeaways(1).pdf
-
Japan Banks_ March BOJ MPM_ End of NIRP marks a shift in monetary policy framework, regime shift a tailwind for banks.pdf
-
Kuaishou Technology (1024.HK)_ 4Q23 review_ another solid quarter with margin beat, 1Q ads growth set to accelerate; Buy (on CL)(1).pdf
-
Li Auto Inc. (LI_2015.HK)_ A bump in the road, confident on mid-to-long term; Buy(1).pdf
-
Li Ning Co. (2331.HK)_ First Take_ 2H23 in line with lowered expectation, all eyes on 2024 growth_expenses; Neutral(1).pdf
-
Micron Technology Inc. (MU)_ AI TAM growth, HBM share gains and disciplined industry supply to drive further positive EPS rev...(1).pdf
-
Nvidia Corp. (NVDA)_ GTC 2024 Financial Analyst Q&A Takeaways; Maintain Buy (on CL)(1).pdf
-
Nvidia Corp. (NVDA)_ GTC 2024 Keynote Takeaways; Unique Ability to Innovate at Data Center Scale on Full Display; Reiterate B...(1).pdf
-
PDD Holdings (PDD)_ 4Q23 review_ Results beat on Temu & domestic online marketing; eyes on domestic take rate outlook for 202...(1).pdf
-
Ping An Insurance Group (2318.HK)_ First take_ Earnings miss on further asset management losses, NBV ahead, DPS in line(1).pdf
-
Restaking：推动DeFi进入“新次元”.pdf
-
Revvity Inc. (RVTY)_ Takeaways from Meeting with Management(1).pdf
-
Taiwan Technology_ Semiconductors_ Another year of doubling CoWoS capacity in 2025; Buy TSMC_MediaTek_ASE_KYEC (KYEC upgrade ...(1).pdf
-
Tencent Holdings (0700.HK)_ 4Q23 Earnings Review_ Solid earnings growth on quality revenue stream; up-sized shareholder retur...(1).pdf
-
Tencent Music Entertainment Group (TME)_ Sustained subscription momentum, music gross margin expand towards 45%; upgrade to Buy(1).pdf
-
US Consumer Dashboard_ March 2024_ Job Growth Remains Firm Despite Uptick in Unemployment (Briggs)(1).pdf
-
US Daily_ March FOMC Recap_ On Track for a June Cut (Mericle)(1).pdf
-
US Daily_ Rethinking Neutral_ The Fed’s Next Big Debate (Mericle _ Abecasis)(1).pdf
-
US Equity Views_ Updating our 2024 US equity demand forecasts(1).pdf
-
USA_ FOMC Continues to Project Three Cuts in 2024, Revises Growth and Inflation Forecasts Higher.pdf
-
What's Top of Mind in Macro Research_ All about G10 central banks, selectively bullish commodities, the AI trade's next phases(1).pdf
-
Xiaomi Corp. (1810.HK)_ Earnings Review_ 4Q23 results largely in-line; More proactive share gains_revenue growth ahead; SU7 t...(1).pdf
-
XPeng Inc. (XPEV)_ 4Q23 First Take_ Net profit beat on lower SG&A and other income; Buy(1).pdf
-
产业复盘与未来推演：AI应用：追本溯源之后，我们相信什么？ (1).pdf
-
电子行业深度报告：卫星通信高速发展，Starlink产业链保持领先 (2).pdf
-
轨交行业深度：国之基石，维修维保、海外扩张开辟成长新逻辑.pdf
-
国联证券-国联研究本周报告精选-240322.pdf
-
海通研究3月精选组合周报（3月22日）.pdf
-
好太太（603848）深度报告：发展基础持续夯实，晾晒龙头成长动力充沛.pdf
-
机构调研策略周报（20240318-20240322）：重点关注业绩超预期的公司.pdf
-
基本面量化系列（15）：如何定量刻画风格拥挤度——以红利为例.pdf
-
计算机行业深度研究：量子计算：人工智能与新质生产力的“未来引擎”.pdf
-
金智科技（002090）深度研究：发力智慧能源，紧抓配用电高质量发展趋势.pdf
-
科技硬件：通信技术10年展望系列——224G PHY已启航，数据中心有线通信迈向新征程.pdf
-
科技硬件：英伟达GTC深度洞察（六）：HBM竞争白热化，三大存储厂商齐发力.pdf
-
乐歌股份（300729）深度研究：智能升降出海龙头，先发布局海外仓储 (1).pdf
-
磷酸锰铁锂行业深度报告：技术驱动产品升级，商业化进程加速.pdf
-
煤炭行业深度报告系列（二）：炼焦煤：供需关系或进一步收紧，多重因素对价格形成支撑 (1).pdf
-
汽车及零部件：汽车底盘系列一：国产替代的历史性机遇.pdf
-
汽车及零部件：重卡跟踪月报：2月天然气重卡渗透率超预期，看好结构性机会支撑1Q24行业销量.pdf
-
全球资金流向监测：交易型资金带动北向转为流出.pdf
-
日本电力与天然气：市场化与防御性 (1).pdf
-
如何看待教育行业投资.pdf
-
深南电路（002916）：内资PCB领军企业，“需求回暖+国产化率提升”助发展 (1).pdf
-
外汇即时点评：瑞士央行意外开启主要央行的降息周期 (1).pdf
-
信用债收益率跟踪周报：债市回暖，信用债供给增加.pdf
-
药明合联（02268）：风劲帆满立潮头，药明合联乘势而兴 (2).pdf
-
药品板块出海深度：国际突围，星辰大海.pdf
-
音乐市场专题报告：订阅收入量价齐升，音乐平台商业价值待挖掘.pdf
-
印度绿色转型：产业政策，可持续金融和碳市场.pdf
-
中触媒（688267）：国内分子筛催化剂龙头之一，移动源脱硝与钛硅分子筛两大核心产品推动公司稳定发展 (1).pdf
-
资产证券化分析周报：资产更聚焦，市场或分化：简评《消费金融公司管理办法》对ABS的影响.pdf
-