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轻工纺服行业周报：二次元IP变现新机遇，“谷子经济”引领消费趋势
华安证券· 2024-12-02 12:32
[Table_IndNameRptType] 轻工纺服 行业周报 二次元 IP 变现新机遇，"谷子经济"引领消费趋势 | --- | --- | --- | |-----------------------------------------------------------------------|-------------------------------------------------------------------------------------------------------------------------|---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...
巨子生物：港股点评：“双11”双核心GMV增长，新标准发布助力行业标准化
华安证券· 2024-12-02 04:04
[Table_StockNameRptType] 巨子生物（02367） 港股点评 | --- | --- | --- | |-------------------------------------------------------------------------------------------------------|----------------|---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...
策略月报：青山胜景处，换舟续前行
华安证券· 2024-12-02 03:46
[Table_StockNameRptType] 策略研究 策略月报 青山胜景处，换舟续前行 | --- | --- | --- | |----------------------------------------------------------------------------------------------------------------------|-------|----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...
电子行业周报：AI大模型叠加消费电子补贴或将激发手机和消费电子换机动力
华安证券· 2024-12-02 03:41
[Table_IndNameRptType] !" !"#$ | --- | --- | --- | --- | --- | |-------------------------------------------------------------------|-------|------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|-------------------|--------------------------------------------------------------------------------------------------------------------------------------------------------------- ...
诺思格：临床CRO领先企业，稳步提升运营效率
华安证券· 2024-12-02 00:47
[Table_Profit] [Table_StockNameRptType] 诺思格（301333） 首次覆盖 | --- | --- | --- | |--------------------------------------------------------------------------------------------|------------------------|---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...
农林牧渔行业周报：10月能繁母猪存栏微增，2024犬猫消费市场突破3000亿
华安证券· 2024-12-01 19:31
[Table_IndNameRptType] 农林牧渔de 行业周报 10 月能繁母猪存栏微增，2024 犬猫消费市场突破 3000 亿 | --- | --- | |-------------------------------------------------------------------------------------------------------------------------------------------|------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ ...
英伟达（NVDA）：Blackwell产量改善，有望成为26财年的主要驱动力
华安证券· 2024-12-01 08:10
[Table_StockNameRptType] NVDIA（NVDA.O） 公司点评 Blackwell 产量改善， 有望成为 26 财年的主要驱动力 | --- | --- | --- | --- | |---------------------------------------------------------------------------------------|---------------|--------|------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...
英伟达：Blackwell产量改善，有望成为26财年的主要驱动力
华安证券· 2024-12-01 08:03
[Table_StockNameRptType] NVDIA（NVDA.O） 公司点评 Blackwell 产量改善， 有望成为 26 财年的主要驱动力 | --- | --- | --- | --- | |---------------------------------------------------------------------------------------|---------------|--------|------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...
电力设备行业周报：欧盟电车进口关税或解决，光伏出台制造规范
华安证券· 2024-11-27 09:53
⚫ 风险提示： 新能源汽车发展不及预期；相关技术出现颠覆性突破；产品价格下降超出预期；产能 赵老师 e_IndNameRptType] 电力设备 行业周报 欧盟电车进口关税或解决，光伏出台制造规范 | --- | --- | |---------------------------------------------------------------------------------------------------------|---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...
联想集团：业绩超预期，ISG业务表现突出
华安证券· 2024-11-26 18:11
[Table_StockNameRptType] 联想集团（00992） 港股公司点评 业绩超预期，ISG 业务表现突出 | --- | --- | --- | --- | |----------------------------------------------------------------------------------------|--------------|------------|------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...
