最新研报
共 12,298 份研报 · 国内 8,044 · 国外 4,002 · 全库按发布时间排序
BofA Securities-美银证券-解读IQVIA数据：美国仿制药、专科药与生物类似药趋势
Reading the IQVIA print: Trends in US Gx, specialty and biosimilars
BofA Securities·2026-11-03·10 页·医药生物
BofA Securities-Iluka Resources Limited（ILU.AX）：伊卢卡资源（Iluka Resources，ILU.AX）：稀土精炼厂参观随笔——Eneabba：澳大利亚稀土加工中心
Iluka Resources Limited (ILU.AX): Postcards from a rare earth's refinery tour — Eneabba: Australia's RE processing hub
BofA Securities·2026-11-03·12 页·个股
BofA Securities-全球股票波动率洞察：创纪录的脆弱性折射反射性焦虑
Global Equity Volatility Insights: Record fragility reflects reflexive anxiety
BofA Securities·2026-11-03·29 页·TMT
BofA Securities-美银证券-美国表现监测：10月，1%的亏损掩盖了创纪录的轮动
US Performance Monitor: October: 1% loss masks record rotation
BofA Securities·2026-11-03·35 页·其它
BofA Securities-美银证券-短周期追踪：PMI仍稳固高于50，但利润率挤压重现
Short-cycle tracker: PMIs still solidly above 50 but the margin squeeze is back
BofA Securities·2026-11-03·31 页·信息技术
BofA Securities-MTU Aero Engines（MTX GY）：MTU航空发动机：下调至中性
MTU Aero Engines: Downgrade to Neutral
BofA Securities·2026-11-03·13 页·个股
BofA Securities-Capricorn Metals（CMM.AX）：恢复覆盖，评级中性——增长资金已到位，接下来看执行
Capricorn Metals: Reinstate at Neutral: Growth Funded, Delivery Next
BofA Securities·2026-11-03·43 页·个股
BofA Securities-苹果公司（AAPL.US）：未来数个季度毛利率面临压力；服务业务增速放缓至个位数
Apple Inc.: GM headwinds for a few quarters; Services decelerates to single digits
BofA Securities·2026-11-03·13 页·美股
BofA Securities-ALS Limited（ALQ.AX）：ALS Limited 2027财年上半年前瞻：基本面稳健，仓位偏轻；买入
ALS Limited 1H27 preview: fundamentals firm, positioning light; Buy
BofA Securities·2026-11-03·12 页·个股
花旗-潍柴动力（2338.HK）：中国汽车制造商：10月HDT/新能源车更新；潍柴-中国重汽-宏观追踪
China Auto Manufacturers: Oct HDT/NEV Updates; Weichai-Sinotruk-Macro Tracker
花旗·2026-11-03·14 页·港股
Citi Research-花旗-中东油气行业：阿联酋持续推进非常规能源雄心
Middle East Oil & Gas: UAE Pushes Ahead with Unconventional Ambitions
Citi Research·2026-11-03·9 页·化石能源
花旗（Citi Research）-Sainsbury（英国森宝利）（SBRY.L）：阿斯达任命David Potts为首席执行官；鉴于竞争可能加剧，我们认为这对Tesco/Sainsbury略偏负面
Asda appoints David Potts as CEO; we see as slightly negative for TSCO/SBRY given potential increase in competition
花旗（Citi Research）·2026-11-03·11 页·个股
花旗-中国人民银行上调外汇存款准备金率以减缓人民币升值
PBOC raised FX deposit RRR to slow down RMB appreciation
花旗·2026-11-03·11 页·其它
花旗-药明生物（2269.HK）：新增90天上行催化观察
Wuxi Biologics (2269.HK): Adding Upside 90-Day Catalyst Watch
花旗·2026-11-03·10 页·其它
花旗（Citi Research）-苹果公司（AAPL.O）：苹果公司（AAPL.O）：业绩超预期，但利润率压力与服务增速放缓带来喜忧参半的前景
Apple, Inc. (AAPL.O): Results Beat; Mixed Outlook on Margin Headwinds and Services Growth Deceleration
花旗（Citi Research）·2026-11-03·17 页·美股
花旗（Citi Research）-花旗-美国零售：综合零售与硬线零售——周二两图：第三季度日历盈利快照
US Retailing - Broadlines and Hardlines: Two Charts – for – Tuesday: 3Q Calendar Earnings Snapshot
花旗（Citi Research）·2026-11-03·14 页·商贸零售
Citi Research-法国兴业银行（SOGN.PA）：法国兴业银行（SOGN.PA）：模型更新
Societe Generale (SOGN.PA): Model Update
Citi Research·2026-11-03·11 页·个股
Citi Research-杜邦（DD.N）：杜邦（DD.N）：多元化工业板块表现强劲推动2026年第三季度业绩超预期，上调2026财年指引
DuPont (DD.N) — Solid 3Q26 Beat Led by Diversified Industrials; FY26 Guidance Raise
Citi Research·2026-11-03·12 页·美股
花旗-东山精密（002384.SZ）：分析师简报要点：1.6T产品自2026年第四季度起量产，CPO/NPO预计2028年前后放量
Dongshan Precision (002384.SZ): Key Takeaways from Analyst Briefing: 1.6T MP from 4Q26 and CPO/NPO Likely Around 2028
花旗·2026-11-03·14 页·A股
Citi Research-Vidrala SA（VID.MC）：花旗 - Vidrala SA（VID.MC）：销量增长疲软限制近期增长前景
Vidrala SA (VID.MC): Weaker Volume Growth Limit Growth Prospects In Near Term
Citi Research·2026-11-03·14 页·个股
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