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Daily Note

【Fixed Income Research】Fixed Income Daily Market Update (3 Ju 2025)

[2025-07-03]
全球市场观察

[2025-07-03]
中国汽车及重卡行业点评

[2025-07-02]
【Fixed Income Research】Fixed Income Daily Market Update (2 Jul 2025)

[2025-07-02]
【Fixed Income Research】Fixed Income Daily Market Update (30 Jun 2025)

[2025-06-30]

Market Strategy

CMBI Research Focus List – Our best high conviction stock ideas

[2025-06-17]
策略观点 - 市场韧性

[2025-06-06]
CMBI Research Focus List – Our best high conviction stock ideas

[2025-05-20]
策略观点 - 关税冲击与政策反应

[2025-05-08]
CMBI Research Focus List – Our best high conviction stock ideas

[2025-04-22]

Macroeconomics

【宏观研究】全球经济 - 下半年展望：分化与再平衡

[2025-07-03]
【宏观研究】美国经济 - 美联储短期保持观望

[2025-06-20]
【宏观研究】美国经济 - 零售和工业走弱，联储将保持观望

[2025-06-18]
【Economic Perspectives】China Economy - Mixed data exhibited unbalanced performance

[2025-06-17]
【Economic Perspectives】China Economy - Credit weakness awaiting policy support

[2025-06-16]

Securities Analysis

【Company Research】BeiGene (ONC US) - CDK4i showed preliminary efficacy while data still maturing

[2025-07-03]
【Sector Research】Capital Goods - HDT sales +29% YoY in Jun, better than expectation

[2025-07-02]
【Sector Research】Auto - New models to drive NEV sales in 3Q after a solid Jun

[2025-07-02]
【Company Research】Bosideng (3998 HK) - Prudent guidance but we are still confident

[2025-06-30]
【行业研究】软件 & IT服务 - 模型能力持续提升，商业化持续推进

[2025-06-27]

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