研究报告ResearchReport15Apr2024华润电力ChinaResourcesPowerHoldings(836HK)火电板块扭亏，新能源板块盈利贡献逐步提升Probabilityonthermalpowerrecoverswithcontributionofrenewableenergyincreasing[观Ta点b...
时间:2024-05-25 05:52栏目:券商报告(周更新）
Equity–AsiaResearchPresentation:长坡厚雪，否极泰来——航空行业年度策略报告(FromAdversitytoProsperity:TheAviationIndustry'sAnnualStrategicReport)陈宇YuChenyu.chen@htisec.com虞楠NanYunan.yu@htisec.c...
时间:2024-05-25 00:14栏目:券商报告(周更新）
美国天然气成本及气价展望公用事业行业[Table_Coverstock][Tab2le0_2Re4po年rtTi5me月]16日证券研究报告[美Ta国ble天_Ti然tle气]成本及气价展望行业研究[Table_ReportDate]2024年5月16日[T行ab业le_专Rep题ort研T...
时间:2024-05-22 23:50栏目:券商报告(周更新）
AccessibleversionGlobalMemoryTech02February2024Weeklytheme:strongJanexports,FebEquityspotrally,HBMEUV,Samsungre-ratingGlobalTechnologyIndustryOverviewSimonWoo,CFA>>Korea’ssemisexportsup56%YoYinJan...
时间:2024-05-22 15:17栏目:券商报告(周更新）
JPMORGANGlobalEconomicResearch03May2024GlobalDataWatch•Powell’shikeaversion,USlabormarketcoolingboostglobalriskappetiteEconomicandPolicyResearch•DespiteAprilPMIdip,globalindustryonarecoverytrack...
时间:2024-05-22 15:15栏目:券商报告(周更新）
AccessibleversionGlobalFundManagerSurveyPrettyFullyBullyBofAAprilGlobalFundManagerSurvey16April2024BottomLine:mostbullishFMSsinceJan’22;biggestjumpinglobalgrowthoptimismInvestmentStrategysinceMay...
时间:2024-05-22 15:11栏目:券商报告(周更新）
April22,202411:34AMGMTRESEARCHDATAEuropeanABSChartbookMORGANSTANLEYRESEARCHEuropeHighlightsoftheweekMorganStanley&Co.Internationalplc+•Abusyanddiverseweeksaw€1.4blnpriceinprimary.Pricingat+95bpwa...
时间:2024-05-22 15:09栏目:券商报告(周更新）
AccessibleversionGlobalRatesWeeklyConfidencetestTheView:Marketslackconviction,yetnotasmuchas02February2024centralbanksRatesResearchCentralBanksthisweekflaggedtheneedforgreaterconfidenceintheinflati...
时间:2024-05-22 14:53栏目:券商报告(周更新）
AccessibleversionTheFlowShowBullTraps&BearSlapsScoresontheDoors:crypto22.0%,gold11.5%,oil9.8%,commods7.9%,stocks4.5%,02May2024USdollar4.2%,cash1.8%,HYbonds0.5%,IGbonds-2.7%,govtbonds-5.9%YTD.Invest...
时间:2024-05-22 14:51栏目:券商报告(周更新）
MMarch19,202409:25PMGMTMorganStanleyAsiaLimitedIdeaAsiaEconomicsAsiaPacificChetanAhya+8522239-7812+656834-8272TheViewpoint:TradeTensions,ChiefAsiaEconomistSupplyChainDiversification,Chetan.Ahya@mor...
时间:2024-05-22 13:15栏目:券商报告(周更新）
