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共 773 份研报 · 国内 51 · 国外 528 · 个股
英国石油(BP.L):Tupinamba油田缺乏商业价值;核心项目评估即将揭晓
bp (BP.L): Tupinamba Looks Uncommercial; Next Up the Main Event
花旗·2026-10-16·11 页·其它
施耐德电气:上调全年增长与利润率指引
Schneider Electric (SCHN.PA): FY guidance upgraded for both growth and margins
德意志银行·2026-10-16·11 页·其它
安川电机(6506.T):订单持续强劲且交付改善推动下半年展望向好;维持“买入”评级
Yaskawa Electric (6506.T): Better 2H setup driven by sustaining order strength and improved delivery; Reiterate Buy
德意志银行·2026-10-16·26 页·其它
味之素(2802):Forge Biologics调研——2027财年启动商业化生产,CDMO有望成为第二增长引擎
Ajinomoto (2802): Forge Biologics visit: To start commercial production from FY2027, CDMO could become second growth driver
摩根大通·2026-10-16·10 页·其它
施耐德电气(SCHN.PA):2026年三季度销售额初步解读——数据中心三位数增长驱动三季度表现强劲,全年业绩指引上调基本符合市场预期
Schneider Electric (SCHN.PA): Q3'26 Sales - First Take - Triple-digit DC growth drives strong Q3, FY guidance upgrade largely in line with consensus
摩根大通·2026-10-16·10 页·其它
Wipro:财报数据超出偏低的市场预期;但签约量走弱叠加业绩指引偏保守,行业前景依旧承压
Wipro: Print beat on low expectations; soft signings and guide keeps outlook weak
摩根大通·2026-10-16·18 页·其它
RELX PLC(REL.L):下调展会业务预期;上调利润率;STM与法律业务持续加速
Trim Exhibitions; raise margin; ongoing acceleration in STM and Legal
摩根大通·2026-10-16·14 页·其它
Persistent Systems(PERS.NS):评级由未覆盖上调至增持,目标价6400印度卢比
Persistent Systems: Moving to an OW rating and Rs6,400 PT from NR
摩根大通·2026-10-16·12 页·其它
施耐德电气2026年三季报:集团目标上调,新兴市场增长亮眼
Schneider Q3'26: Group targets upgraded, EM growth shines
伯恩斯坦·2026-10-16·12 页·其它
第一三共(4568):研究战术思路
Daiichi Sankyo (4568): Research Tactical Idea
摩根士丹利·2026-10-16·7 页·其它
Bank Central Asia(BCA):模型更新
Bank Central Asia (BCA): Model Update
摩根大通·2026-10-16·13 页·其它
中部日本铁路与西日本铁路:票价上调——略早于预期的时机安排留下积极印象
Central Japan Railway & West Japan Railway — Fare hikes: A somewhat earlier-than-expected timing leaves a favorable impression
摩根大通·2026-10-16·7 页·其它
施耐德电气:电话会议后思考——东南亚数据中心增长为可持续增长来源,PTC融资问题仍存
Schneider Electric: Post Call Thoughts - SE Asia DC growth a sustainable source of growth, PTC financing questions remain
摩根大通·2026-10-16·11 页·其它
施耐德电气:2026年第三季度销售额——初步分析——三位数的数据中心增长推动强劲的第三季度业绩,全年指引上调基本符合市场预期
Q3'26 Sales - First Take - Triple-digit DC growth drives strong Q3, FY guidance upgrade largely in line with consensus
摩根大通·2026-10-16·10 页·其它
拜耳:2026年第三季度共识对比分析:季节性作物疲软已为市场所预期;预计全年指引重申将起到安抚作用
Bayer 3Q'26 consensus comparison: Seasonal Crop weakness already anticipated by the market; expect FY26 guidance reiteration to reassure
摩根大通·2026-10-16·10 页·其它
巴黎机场集团(ADP.PA):客流量指引下调,EBITDA指引位于区间下沿
Aeroports de Paris (ADP.PA): Traffic guidance revised lower, EBITDA guided to lower end of the range
北京高华证券·2026-10-16·6 页·其它
WNC(6285.TW):OCS与高速交换机业务扩张;9月收入同比增长64%;买入
WNC (6285.TW): OCS and high-speed switch in expansion; Sep revenues +64% YoY; Buy
北京高华证券·2026-10-16·8 页·其它
梅林地产:风波平息后,评估市场已定价因素
Merlin Properties: As the dust settles; assessing what's priced in
伯恩斯坦·2026-10-16·17 页·其它
必维国际检验集团:在10月21日财报发布前,根据新分部标准更新我们的估算
Bureau Veritas: Updating our estimates on the new divisional standard ahead of results on the 21st of October
伯恩斯坦·2026-10-16·16 页·其它
台积电(2330.TW):再超预期,未来能见度稳固
TSMC (2330.TW): Another Beat, Solid Visibility Ahead
花旗·2026-10-15·19 页·其它
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