最新研报
共 12,295 份研报 · 国内 8,037 · 国外 3,998 · 全库按发布时间排序
J.P. Morgan-Telenor（TEL.OL）：Telenor（TEL.OL）：三季报后2027年挪威市场或面临逆风，但具吸引力的总股东回报可作抵消，维持中性评级
Telenor: Post Q3: Potential for Norway headwinds in 2027, offset by attractive TSR. Remain N.
J.P. Morgan·2026-11-10·19 页·个股
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
Citi Research-花旗-香港地产：从复苏走向价值重估，优先配置开发商
Hong Kong Property: From Recovery to Repricing; Developers Preferred
Citi Research·2026-11-10·52 页·文化传媒
Citi Research-金像电（2368.TW）：花旗-台湾PCB与覆铜板：3Q26涨价与AI需求推动毛利率超预期，维持「买入」评级
3Q26 margin beat on price hike and rising AI demand; Buy
Citi Research·2026-11-10·21 页·个股
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
Goldman Sachs-高盛-中国电池行业：电池企业沟通日暨2026年三季报核心要点
China Batteries: Key takeaways from Battery Corporate Day and 3Q26 results
Goldman Sachs·2026-11-10·21 页·电气设备
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
Goldman Sachs-天岳先进（2658.HK）：中国半导体：天岳先进（2658.HK，未覆盖）——管理层调研：产能扩张持续推进，电动车与AI需求强劲
China Semis: Tianyu Semiconductor (2658.HK, not covered): Management visits: Capacity expansion ongoing; Robust EV & AI
Goldman Sachs·2026-11-10·6 页·港股
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
Goldman Sachs-臻鼎科技（4958.TW）：高毛利新业务开始放量，指向未来数年毛利率显著扩张；买入
High margin new businesses have started to ramp up, pointing to significant GM expansion in coming years; Buy
Goldman Sachs·2026-11-10·10 页·个股
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