行业研究
共 4,052 份研报 · 国内 2,567 · 国外 1,469
J.P. Morgan-摩根大通-地产数据监测：中国内地二手房实时成交走弱；香港住宅房价连续四周下行
Property Data Monitor: Mainland China: Real-time secondary sales softened; HK: Home prices down for 4 weeks in a row
J.P. Morgan·2026-11-10·31 页·其它
J.P. Morgan-摩根大通-CEEMEA图表与市场纪要（11月）：选民倾向蓝方，但中东欧、中东及非洲市场并不买账
CEEMEA Chartbook & Chatbook – November: Voters voting the blues, but CEEMEA markets are not singing them
J.P. Morgan·2026-11-10·68 页·化石能源
J.P. Morgan-摩根大通-AIDC、SOFC与电力及自动化行业未来线上研讨会纪要：美国政策、供应链重构与下一代技术重塑竞争格局
AIDC, SOFC, and the Future of Power and Automation: Webinar takeaways: How US policy, supply chain shifts and next-gen tech are reshaping the competitive landscape
J.P. Morgan·2026-11-10·11 页·信息技术
Citi Research（花旗研究）-2026年中国材料调研纪要：与SMM钨专家交流
What's New at 2026 China Materials Tour: Meeting with SMM Tungsten Expert
Citi Research（花旗研究）·2026-11-10·8 页·其它
Citi Research-2026中国材料之旅见闻：对话安泰科铝行业专家
What's New at 2026 China Materials Tour: Meeting with Antaike Aluminum Expert
Citi Research·2026-11-10·9 页·其它
Citi Research-中国铝行业：2026年中国材料之旅纪要——与阿拉丁铝行业专家交流
China Aluminum — What's New at 2026 China Materials Tour: Meeting with Aladdiny Aluminum Expert
Citi Research·2026-11-10·9 页·有色金属
花旗研究-中国铝业：2026中国材料之旅见闻——与SMM铝业专家交流
China Aluminum: What's New at 2026 China Materials Tour: Meeting with SMM Aluminum Expert
花旗研究·2026-11-10·9 页·有色金属
花旗研究（Citi Research）-中国科技与通信：花旗2026年中国本土AIDC技术考察纪要
China Technology & Communications: What's New from Citi's 2026 China Domestic AIDC Tech Tour
花旗研究（Citi Research）·2026-11-10·9 页·其它
Citi Research-中国钢铁——2026中国材料行业巡回调研纪要：与泛询咨询交流铁矿石与钢铁观点
China Steel — What's New at 2026 China Materials Tour: Meeting with Fanxun Consulting on Iron Ore and Steel
Citi Research·2026-11-10·8 页·钢铁
花旗研究（Citi Research）-中国电池材料：2026中国材料之旅——与锂贸易商的交流
China Battery Materials — What's New at 2026 China Materials Tour: Meeting with Lithium Traders
花旗研究（Citi Research）·2026-11-10·8 页·其它
Citi Research-中国电池材料——2026中国材料之旅见闻：与ZE咨询交流纪要
China Battery Materials — What's New at 2026 China Materials Tour: Meeting with ZE Consulting
Citi Research·2026-11-10·9 页·其它
花旗环球金融（Citi Research）-中国电池材料：2026中国材料之旅见闻——与SMM锂专家交流
China Battery Materials — What's New at 2026 China Materials Tour: Meeting with SMM Lithium Expert
花旗环球金融（Citi Research）·2026-11-10·8 页·其它
Goldman Sachs-中国医院设备招标追踪：2026年10月——双位数增长延续，品类分化显著
China Hospital Equipment Bidding Tracker: Oct 2026: Sustained double-digit growth with notable category divergence
Goldman Sachs·2026-11-10·13 页·其它
高盛-10月跟踪/2026年三季度回顾：去库存成为四季度关键焦点，投资者目光转向2027年的触底与超额收益机会
Oct check-in/3Q26 Wrap: Destocking as key focus into 4Q26; Investor Focus rolling to bottom-out/alpha opportunity in 2027
高盛·2026-11-10·15 页·其它
高盛-中国：10月出口保持韧性，进口受能源产品拉动大幅走高
China: October exports remained resilient, while imports surged on energy products
高盛·2026-11-10·9 页·其它
高盛-为欧洲充电：欧洲数据中心——稳健增长路径不受美国中期选举影响
Powering Up Europe: Datacenters in Europe: Solid growth path unaffected by US mid terms
高盛·2026-11-10·6 页·信息技术
Morgan Stanley-摩根士丹利-大中华区科技硬件：2026年10月NVL72机柜出货；2027年机柜预测维持不变
NVL72 Racks Shipment in October 2026; 2027 Rack Forecast is Unchanged
Morgan Stanley·2026-11-10·13 页·信息技术
Bernstein-伯恩斯坦-亚太食品饮料：日本食品在美国：日清份额下滑、龟甲万产品结构恶化而味之素复苏——截至10月31日的尼尔森数据
Japan Food in the USA: Nissin losing share, and Kikkoman mix deteriorating while Ajinomoto recovers - Nielsen data to Oct 31st
Bernstein·2026-11-10·54 页·食品饮料
Nomura International (Hong Kong) Ltd.-野村-医疗器械分销商专家电话会要点
Medical device distributor expert call takeaways: 3Q26 saw positive development; momentum likely to continue in 4Q26 and FY27
Nomura International (Hong Kong) Ltd.·2026-11-10·7 页·医药生物
Nomura-中国：10月进口增速跳升，主要受原油推动
China: October import growth jumped, driven by oil
Nomura·2026-11-10·10 页·其它
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