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Daily Note

【Fixed Income Research】Fixed Income Daily Market Update (28 Nov 2025)

[2025-11-28]
全球市场观察

[2025-11-28]
【Fixed Income Research】Fixed Income Daily Market Update (27 Nov 2025)

[2025-11-27]
光模块行业点评及同程、理想业绩点评

[2025-11-27]
【Fixed Income Research】Fixed Income Daily Market Update (26 Nov 2025)

[2025-11-26]

Market Strategy

CMBI Research Focus List – Our best high conviction stock ideas

[2025-11-18]
策略观点 - 短期回调

[2025-11-07]
CMBI Research Focus List – Our best high conviction stock ideas

[2025-10-20]
策略观点 - 牛市第二阶段

[2025-10-13]
中国策略 - 假期经济谨慎乐观

[2025-10-10]

Macroeconomics

【宏观研究】美国经济 - 非农就业喜忧参半，降息时点可能略有推迟

[2025-11-21]
【Economic Perspectives】China Economy - Broad-based slowdown signals intensifying headwinds

[2025-11-17]
【Economic Perspectives】China Economy - Soft credit drags on 4Q momentum

[2025-11-14]
【Economic Perspectives】China Economy - On track for price reflation

[2025-11-10]
【Economic Perspectives】China Economy - Exports contraction underscores rising growth pressure in 4Q

[2025-11-10]

Securities Analysis

【行业研究】半导体 - 光模块行业 - AI驱动下的强势表现方兴未艾

[2025-11-27]
【Company Research】Tongcheng Travel (780 HK) - Solid 3Q25 results with healthy earnings growth

[2025-11-27]
【Company Research】Li Auto Inc. (LI US/2015 HK) - Time to take a breather

[2025-11-27]
【Sector Research】Semiconductors - Optical transceivers – sustained AI-driven outperformance ahead

[2025-11-26]
CMBI Fixed Income - Bank Capital Papers: Opportunities in AT1 and T2

[2025-11-26]

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