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共 6,220 份研报 · 国内 4,202 · 国外 1,821
罗氏公布enicepatide(CT-388)用于2型糖尿病合并肥胖/超重患者的II期积极数据
Roche reports positive P2 data for enicepatide (CT-388) in type 2 diabetes with obesity/overweight
瑞银·2026-09-22·12 页·其它
阿里巴巴集团(BABA.US):2026年云栖大会(Apsara)关键信息
Alibaba Group: 2026 Apsara key messages
瑞银·2026-09-22·15 页·美股
SK海力士:进一步收复失地
SK Hynix: Ground to recover further
瑞银·2026-09-22·23 页·其它
寻找司美格鲁肽专利到期(LOE)的应对之策
Novo Nordisk A/S (NOVOb.CO): Looking for an answer to the semaglutide LOE
摩根士丹利·2026-09-22·15 页·其它
Abivax(ABVX.US)2026年第二季度更新:下月UEG大会将公布更多obefazimod数据
Abivax (ABVX.O): 2Q26 Update – Additional Obefazimod Data Coming at UEG Next Month
摩根士丹利·2026-09-22·12 页·美股
紫金矿业-A/H 西藏调研纪要:巨龙项目稳步推进,区域内增量项目在即
Zijin Mining - A/H: Tibet trip takeaways: Julong delivery on track with incremental pipeline in the region
摩根大通·2026-09-22·12 页·A股
诺和诺德:2026年资本市场日主要要点
Novo Nordisk: Key Takeaways from the 2026 Capital Markets Day
摩根大通·2026-09-22·10 页·其它
SAP 26年第三季度前瞻:反弹后门槛提高;预计业绩大致符合预期
SAP Q3'26 preview - Bar higher post rebound; expecting broadly in-line results
摩根大通·2026-09-22·13 页·其它
On Holding:公布新财务目标与股票回购,维持2026财年指引
On Holding: New Financial Targets and Share Buyback Announced, FY26 Guidance Maintained
摩根大通·2026-09-22·11 页·美股
MercadoLibre,Inc. 利润率压力拆解:运费补贴和信用卡是主要驱动力
Margin Pressure Decomposition Exercise: Shipping Subsidies and Credit Card as Main Drivers
摩根大通·2026-09-22·11 页·美股
Ionis制药(IONS.US)最新看法与模型更新
Ionis Pharmaceuticals (IONS): Latest Thoughts & Model Update
摩根大通·2026-09-22·11 页·美股
资本市场日反响平平:Wegovy口服药及IO产品上市的执行是关键
Novo Nordisk A/S (NOVOb.CO): CMD does little to excite; execution on Wegovy pill IO launches key
花旗·2026-09-22·11 页·其它
阿里巴巴集团(BABA.N)2026云栖大会纪要(1)——AI基础设施到2032年将达到20GW
Apsara Conference 2026 Takeaways (1) - AI Infra to Reach 20GW By 2032
花旗·2026-09-22·12 页·美股
SAP SE(SAPG.DE)进入静默期前的核心信息
SAP SE (SAPG.DE): Key messages into quiet period
花旗·2026-09-22·12 页·其它
Nemetschek(NEKG.DE):投资者关系沟通显示对2026年展望及进入2027年的信心
Nemetschek (NEKG.DE): IR check-in suggests confidence in 2026 outlook and into 2027
花旗·2026-09-22·11 页·其它
MongoDB公司(MDB.O):投资者日应能通过上调长期目标来构建AI投资逻辑
MongoDB Inc (MDB.O): Investor Day Should Help Build The AI Case With Raise To Long-Term Targets
花旗·2026-09-22·11 页·美股
诺华(NOVN.S)当前估值倍数更好地反映了风险,但我们仍看到相对下行空间;卖出
Novartis (NOVN.S): Current multiple better reflects the risks, but we still see relative downside; Sell
高盛·2026-09-22·15 页·其它
鸣鸣很忙(1768.HK):初步解读:宣布2026年H股奖励授予;强化长期激励框架与人才留存
Busy Ming Group (1768.HK): First Take: Announces 2026 H-Share Award Grant; Reinforces long-term incentive framework and talent retention
高盛·2026-09-22·7 页·港股
阿里健康(0241.HK)因非药品类表现较弱下调营收增长:再投资于B2C和O2O整合的供应链;中性
Alibaba Health (0241.HK): Cutting topline growth due to weaker non-drug categories; Reinvesting in supply chain for B2C and O2O integration; Neutral
高盛·2026-09-22·10 页·港股
信达生物:通往350亿元销售额及30%+息税前利润率之路
Innovent: Path to CNY35 Bn sales and 30%+ EBIT margin
伯恩斯坦·2026-09-22·24 页·港股
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