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
Nomura-Jentech Precision Industrial（3653.TW）：产品价值提升推动2027年预期业绩增长-261111
Strong content boost to 2027F growth: Thermal upgrade is structural, manifested by a much higher value in new AI GPU platforms; maintain Buy
Nomura·2026-11-11·11 页·个股
J.P. Morgan-摩根大通-中国金融：三季度业绩后线上交流会核心要点
China Financials: Key takeaways from post 3Q webinars
J.P. Morgan·2026-11-11·10 页·其它
J.P. Morgan-亚太股票衍生品策略——2027年中国隐含资金成本展望：IPO供给、量化拥挤与结构化产品对冲；国家队ETF买入背景下的远期中国上行交易
Asia Pacific Equity Derivatives Strategy — 2027 China Implied Funding Outlook: IPO Supply, Quant Crowding and Structured Product Hedging; Long-Forward China Upside Trades Amid National Team ETF Buying
J.P. Morgan·2026-11-11·22 页·其它
J.P. Morgan-摩根大通-铜业观察：现货紧张持续，90%显性库存集中于美国，供应扰动未止但市场情绪转弱
Copper Dashboard: Physical tightness persists with 90% of visible inventories in the US, ongoing supply disruptions, but sentiment weakens
J.P. Morgan·2026-11-11·32 页·其它
J.P. Morgan-国瓷材料（300285.SZ）：山东国瓷材料A股：3Q26业绩后下调盈利预测，产品结构改善滞后，目标价下调19%
Shandong Sinocera - A: Post 3Q26 results, we reduce our EPS estimates as product mix improvement lags; PT cut 19%
J.P. Morgan·2026-11-11·11 页·创业板
J.P. Morgan-Mercury Systems（MRCY.US）：水星系统（MRCY）：2027财年一季度表现展望；评级上调至增持
Mercury Systems (MRCY): A Look at What is Possible in 1Q27; Upgrade to OW
J.P. Morgan·2026-11-11·11 页·美股
BofA Securities-臻鼎科技（4958.TW）：买入：2026年第三季度核心业绩稳健；目标2028年AI业务占比达45-50%；下调目标价至新台币575元
Zhen Ding Tech (4958.TW): Buy: Solid 3Q26 core results; targets 45-50% AI mix by 2028; cut PO to NT$575
BofA Securities·2026-11-11·11 页·个股
美银证券（BofA Securities）-华虹半导体（1347.HK）：晶圆平均售价回升得到确认，盈利上行周期开启；上调至买入评级，目标价上调至105港元
Hua Hong Grace (1347.HK): ASP recovery confirmed, earnings upcycle ahead; upgrade to Buy; raise PO to HK$105
美银证券（BofA Securities）·2026-11-11·15 页·港股
HSBC Qianhai Securities Limited（汇丰前海证券）-汇丰-中国输变电设备：重回增长轨道
China Power T&D Equipment Equities: Getting back to speed
HSBC Qianhai Securities Limited（汇丰前海证券）·2026-11-11·30 页·其它
汇丰银行（HSBC）-汇丰-从AIDC专家视角解读AI算力与资本开支
AI compute and capex through the lens of an AIDC expert
汇丰银行（HSBC）·2026-11-11·5 页·信息技术
汇丰（The Hongkong and Shanghai Banking Corporation Limited）-智谱（Z.AI）（2513.HK）：维持「持有」评级，增长上行空间取决于下一代GLM模型发布
Z.AI (2513 HK): Hold: Growth upside depends on next GLM launch
汇丰（The Hongkong and Shanghai Banking Corporation Limited）·2026-11-11·13 页·港股
Citi Research-传音控股（2636.HK/688036.SS）：花旗2026年中国大会最新要点：传音控股（2636.HK/688036.SS，未覆盖）
What's New From Citi 2026 China Conference - Transsion (2636.HK/688036.SS, Not Covered)
Citi Research·2026-11-11·9 页·港股
Citi Research-华工科技（000988.SZ）：中国通信基础设施——花旗2026中国会议纪要：华工科技（000988.SZ，未覆盖）
China Communications Infrastructure — What's New from Citi 2026 China Conference: HGtech (000988.SZ; Not Covered)
Citi Research·2026-11-11·9 页·A股
Citi Research-康龙化成（3759.HK）：花旗2026中国大会最新纪要：2027年盈利能力提升，增长前景稳健
What's New from Citi 2026 China Conference: Higher profitability in 2027 with solid growth outlook
Citi Research·2026-11-11·11 页·港股
花旗集团（Citi Research）-韦尔股份（603501.SH）：花旗2026中国大会最新反馈——汽车与模拟业务成为智能手机之外的新增长引擎
What's New From Citi 2026 China Conference – Auto, Analog New Growth Drivers Beyond Smartphones
花旗集团（Citi Research）·2026-11-11·11 页·A股
花旗（Citi Research）-CoreWeave（CRWV.O）：花旗-CoreWeave（CRWV.US）：2026年三季度与管理层电话会议要点-261111
Takeaways from 3Q26 Callback with Management
花旗（Citi Research）·2026-11-11·12 页·美股
高盛（Goldman Sachs）-中国保险业：媒体报道称政府债券利息收入可能面临征税
China Insurance: Media reports of possible tax on interest income from government bonds
高盛（Goldman Sachs）·2026-11-11·6 页·其它
Citigroup Global Markets Inc.-Time Interconnect（1729.HK）：花旗2026年中国大会最新看点——汇聚科技（1729.HK；未覆盖）
What's New From Citi 2026 China Conference - Time Interconnect (1729.HK; Not Covered)
Citigroup Global Markets Inc.·2026-11-11·10 页·港股
Citi Research-花旗-中国银行板块：解读国债利息收入拟征收25%税率的潜在政策及对国内银行的影响
China Banks: Our take on potential 25% tax on China government bond interest income; Implications on China banks
Citi Research·2026-11-11·12 页·金融
Citi Research-花旗-未见降息信号：解读央行2026年第三季度货币政策执行报告
No Hint of a Cut – Takeaways from the PBoC's 3Q26 Monetary Policy Report
Citi Research·2026-11-11·8 页·其它
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