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
JPMorgan Securities Japan Co., Ltd.-摩根大通-医疗科技及医疗服务：估值处于合理区间；聚焦ROE扩张与并购纪律
MedTech & Healthcare Service Sector: Valuations within acceptable range; focus on ROE expansion and M&A discipline
JPMorgan Securities Japan Co., Ltd.·2026-11-09·23 页·医药生物
J.P. Morgan-摩根大通-亚洲前沿：液冷板与热泵走热
Asia Edge: Cooling plates, hot pumps
J.P. Morgan·2026-11-09·10 页·其它
J.P. Morgan-摩根大通-亚洲科技追踪
Asia Technology Tracker
J.P. Morgan·2026-11-09·13 页·电子设备
J.P. Morgan Securities (Asia Pacific) Limited-摩根大通-香港地产：购房核心指南
Hong Kong Property: Homebuying Essentials
J.P. Morgan Securities (Asia Pacific) Limited·2026-11-09·66 页·其它
摩根大通-新奥能源（2688.HK）：增长放缓已被股价定价，股息前景稳健；首次覆盖给予超配评级
ENN Energy (2688.HK): Slower growth priced in; stable dividend outlook; assume coverage at OW
摩根大通·2026-11-09·15 页·其它
J.P. Morgan-摩根大通-物理AI与人形机器人：不止是演示，机器人的落地步伐更多、炒作周期更少：宇树、Agility、优必选、GPT Astra 及更多；将埃斯顿评级上调至中性
Physical AI & Humanoid robot — Not just a demo: More robotics steps, fewer hype cycles: Unitree, Agility, UBTech, GPT Astra and beyond; upgrade Estun to Neutral
J.P. Morgan·2026-11-09·25 页·机械设备
HSBC Global Investment Research（汇丰环球研究）-「蓝色浪潮」冲击落空：全球股票策略
Blue wave washout
HSBC Global Investment Research（汇丰环球研究）·2026-11-09·9 页·其它
花旗-中国自动化与机械：花旗2026年中国物理AI调研的核心启示及对近期板块上涨的看法
China Automation and Machinery: Key Implications from Citi's 2026 China Physical AI Tour and Our View on Recent Sector Rally
花旗·2026-11-09·13 页·机械设备
花旗-日本股票策略市场观察：不确定性仍处高位，但基准情景看好年末行情
Japan Equity Strategy Market Explorer: Uncertainty still high, but our base case allows for a year-end rally
花旗·2026-11-09·22 页·其它
Citi Research-花旗-重新评估风险平衡，对成长板块转为中性
Reassessing the Balance of Risks, Neutralizing Growth
Citi Research·2026-11-09·77 页·信息技术
花旗研究（Citi Research）-美国高收益信用策略：不必被上升的困境率表象迷惑——为何2027年高收益债与贷款违约走势将分化
US High-Yield Credit Strategy — Don't Take Rising Distress at Face Value: Why HY and Loan Defaults Are Set to Diverge in 2027
花旗研究（Citi Research）·2026-11-09·14 页·其它
花旗-牧原股份（002714.SZ）：牧原股份（002714.SZ / 2714.HK）：首次覆盖给予买入评级——成本优势与垂直一体化尽享行业高光
Muyuan Foods (002714.SZ / 2714.HK): Initiate at Buy: Hogging Limelight with Cost Edge, Vertical Integration
花旗·2026-11-09·48 页·A股
Citi Research-花旗-铝终端需求追踪
Aluminium End-Use Tracker
Citi Research·2026-11-09·25 页·信息技术
Citi Research-NextEra Energy Inc（NEE.N）：花旗-NextEra Energy（NEE.US）：开启2026年EEI大会——选举带来机遇与挑战
NextEra Energy Inc (NEE.N): Kicking Off 2026 EEI - Elections Create Opportunities and Challenges
Citi Research·2026-11-09·11 页·美股
花旗（Citi Research）-Momenta（6880.HK）：CEO会议纪要及盈利预测更新
Momenta (6880.HK): CEO Meeting Takeaways; and Estimates Update. Buy/High Risk
花旗（Citi Research）·2026-11-09·13 页·其它
Goldman Sachs & Co. LLC-支付与金融科技：第2周财报总结——核心要点与投资者争论
Payments and Fintech: Earnings Week 2 Wrap-up — Key Takeaways and Investor Debates
Goldman Sachs & Co. LLC·2026-11-09·26 页·金融
Morgan Stanley-摩根士丹利-中国IT服务与软件：2026年下半年中国CIO调研，曙光显现
China CIO 2H26 Survey: Silver Lining
Morgan Stanley·2026-11-09·56 页·信息技术
Morgan Stanley-摩根士丹利-中国炼油跑赢需求
China – Refining Running Ahead of Demand
Morgan Stanley·2026-11-09·29 页·其它
摩根士丹利-老百姓（603883.SH）：风险收益更新——网络扩张与盈利能力提升驱动股价
Risk Reward – LBX Pharmacy Chain (603883.SS): Network Expansion and Improving Profitability to Drive Stock
摩根士丹利·2026-11-09·11 页·A股
Morgan Stanley-澜起科技（6809.HK）：摩根士丹利-大中华区半导体：云半导体增长见顶，上行空间收窄
Cloud Semis: Peak Growth, Less Upside
Morgan Stanley·2026-11-09·24 页·港股
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