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网易-S:游戏业务超预期,关注年底新游上线情况
华安证券· 2024-11-18 10:54
[Table_StockNameRptType] 网易-S(09999) 港股公司点评 | --- | --- | --- | |-------------------------------------------------------------------------------------------------------------------|--------------------|---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...
全球科技行业周报:国内外AI产品加速迭代,关注可为行业减少冗员的AI技术提供商
华安证券· 2024-11-18 10:41
[Table_IndNameRptType] 全球科技 行业周报 国内外 AI 产品加速迭代,关注可为行业减少冗员的 AI 技术提供商 [Table_IndRank] 行业评级:增持 报告日期: 2024-11-17 行业指数与沪深 300 走势比较 沪深300 -- 传媒相数 -- 分析师:金荣 | --- | |-----------------------------------------| | | | | | 执业证书号: S0010521080002 | | 邮箱: jinrong@hazq.com | | 分析师:王奇珏 | | 执业证书号: S0010522060002 | | 邮箱: wangqj@hazq.com 分析师:来祚豪 | | 执业证书号: S0010524100001 | 相关报告 ·行业点评:业绩韧性持续验证,关注 估值修复机会 2024-10-03 ·公司深度:联想集团:PC 市场回 暖,AI 服务器有望带动增量 2024-10-1 ·公司深度:谷歌(GOOGL.O):AI 筑牢 搜索壁垒,云业务打造第二增长曲线 2 024-09-30 ·公司深度:特斯拉(TSLA.O): ...
白羽鸡苗价格维持高位,双十一国产宠物品牌表现靓丽
华安证券· 2024-11-18 05:55
[Table_IndNameRptType] 农林牧渔de | --- | --- | |-----------------------------------------------------------------------------------------------------------------------------------------------------------|----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...
农林牧渔行业周报:白羽鸡苗价格维持高位,双十一国产宠物品牌表现靓丽
华安证券· 2024-11-18 05:27
[Table_IndNameRptType] 农林牧渔de | --- | --- | |-----------------------------------------------------------------------------------------------------------------------------------------------------------|----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...
轻工纺服行业周报:英美烟草推高端Glo系列,加速布局无烟未来
华安证券· 2024-11-18 05:27
[Table_IndNameRptType] 轻工纺服 行业周报 英美烟草推高端 Glo 系列,加速布局无烟未来 | --- | --- | |-----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|-------------------------------------------------------------------------------------------------------------------------------------------------------- ...
电子行业周报:马斯克旗下xAI增募60亿美金购买AI算力,AI终端眼镜再现高增潜力
华安证券· 2024-11-18 04:31
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景旺电子:汽车和服务器PCB高速成长,消费类中高端需求稳步提升
华安证券· 2024-11-18 03:20
!"#$ [Table_StockNameRptType] <603228= !"#$ [Table_Title] !"#$%&'()*+ PCB ,-./01234,56789:; | --- | --- | --- | |----------------------------------------------------------------------------------------------------------------|-----------------------|---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...
TCL科技:供需改善+份额提升,进入业绩收获期
华安证券· 2024-11-17 02:04
[Table_Profit] [Table_StockNameRptType] TCL 科技(000100) 公司覆盖 供需改善+份额提升,进入业绩收获期 | --- | --- | --- | |-----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|-------------|--------------------------------------------------------------------------------------------------------------------------------------------------- ...
市场点评:冷静但不会冷却
华安证券· 2024-11-15 09:05
策略研究 市场点评 | --- | --- | |---------------------------------------------------------------------------------------------------------------|--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...
润达医疗:主业恢复在即,B、C、G多领域实现AI医疗应用
华安证券· 2024-11-14 04:10
润达医疗( [Table_StockNameRptType] 603108) | --- | --- | --- | |-----------------------------------------------------------------------------------------------------------------------------------------------------|-------------|------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ ...