市場研究 - 招銀國際金融有限公司

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招財日報

【Fixed Income Research】Fixed Income Daily Market (5 Dec 2025)

[2025-12-05]
半导体行业及Salesforce业绩点评

[2025-12-05]
【Fixed Income Research】Fixed Income Daily Market (4 Dec 2025)

[2025-12-04]
2026全球经济与市场展望/巨子生物公司点评

[2025-12-04]
【Fixed Income Research】Fixed Income Daily Market (3 Dec 2025)

[2025-12-03]

市場策略

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]

宏觀經濟

【宏观研究】2026年全球经济与市场展望 - 浪涌潮退

[2025-12-03]
【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]

睿智投資

【Sector Research】Semiconductors - Foundry – AI-driven super cycle reshapes market dynamics

[2025-12-05]
【Sector Research】Semiconductors - Semiconductor Equipment – Steady growth outlook amid Chinas dual forces

[2025-12-05]
【Sector Research】Auto - 2026 Outlook: Second half of the NEV match

[2025-12-05]
【Company Research】Zoomlion (1157 HK/000157 CH) - Expect accelerated sales growth in Nov

[2025-12-05]
CMBI Fixed Income - Taiwan Lifers: An emerging subset with new premium

[2025-12-05]

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