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招财日报

【Fixed Income Research】Fixed Income Daily Market Update (9 Oct 2024)

[2024-10-09]
策略观点/中国汽车、可选消费行业点评

[2024-10-09]
【Fixed Income Research】Fixed Income Daily Market Update (8 Oct 2024)

[2024-10-08]
装备制造行业点评

[2024-10-08]
【Fixed Income Research】Fixed Income Daily Market Update (7 Oct 2024)

[2024-10-07]

市场策略

China Strategy - National Day Holiday: Set Sail and Forge Ahead

[2024-10-08]
策略观点 - 政策转向强宽松

[2024-10-08]
CMBI Research Focus List – Our best high conviction stock ideas

[2024-09-19]
策略观点 - 政策重点是否转向提振消费

[2024-09-09]
CMBI Research Focus List – Our best high conviction stock ideas

[2024-08-16]

宏观经济

【宏观研究】美国经济 - 就业超预期支持小幅渐进降息

[2024-10-07]
【宏观研究】美国经济 - PMI显示经济韧性与分化

[2024-10-04]
【Economic Perspectives】China Economy - Weak PMI supports strong policy easing

[2024-10-02]
【Economic Perspectives】China Policy - Policy shift to revive property and stock markets

[2024-09-27]
【Economic Perspectives】China Policy - Stronger credit stimulus to boost confidence

[2024-09-25]

睿智投资

【Sector Research】Auto - Sep NEV leading indicators set the tone for 4Q

[2024-10-09]
【Sector Research】Consumer Discretionary - Sequential improvement may support re-rating

[2024-10-08]
【Sector Research】Capital Goods - Who are buying/selling the sector?

[2024-10-08]
【行业研究】中国医药 - 预期基本面改善，看好高弹性板块

[2024-10-07]
【Sector Research】Semiconductors - Sector valuation revisit after recent rally; Potential rerating opportunities ahead

[2024-10-03]

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