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赛富时:三季度业绩超预期,AgentForce推动订单增长
华安证券· 2024-12-16 06:43
[Table_StockNameRptType] Salesforce(CRM) 公司点评 | --- | --- | --- | |-----------------------------------|------------------------------|----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | [Table_Ran ...
电力设备行业周报:储能盈利机制改善,N型硅片涨价落地
华安证券· 2024-12-16 02:34
电力设备 行业周报 储能盈利机制改善,N 型硅片涨价落地 | --- | --- | |----------------------------------------------------------------------------------------------------------------------------------------------------------------------------|------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...
策略研究周度报告:消费主线越发明确,中小盘价值有望占优
华安证券· 2024-12-16 02:13
[Table_StockNameRptType] 策略研究 周度报告 消费主线越发明确,中小盘价值有望占优 | --- | --- | |-------------------------------------------------------------------------------------------------------------------------------------------------|--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...
全球科技行业周报:豆包AI生态逐步建立,关注海内外AI应用进展
华安证券· 2024-12-15 15:21
[Table_IndNameRptType] 全球科技 行业周报 豆包 AI 生态逐步建立,关注海内外 AI 应用进展 [Table_IndRank] 行业评级:增持 报告日期: 2024-12-15 行业指数与沪深 300 走势比较 -- 传媒指数 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 ...
电子行业周报:字节豆包与AI终端硬件结合发挥国产人工智能大模型实用价值
华安证券· 2024-12-15 10:44
[Table_IndNameRptType] !" !"#$ | --- | --- | --- | --- | --- | |-------------------------------------------------------------------------------------------------------|---------------|----------|-------------------------------------------------------------------------------------------------------|--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...
农林牧渔行业周报:育肥栏舍利用率同环比再降,USDA玉米、大豆库消比下降
华安证券· 2024-12-15 10:42
[Table_IndNa农me林Rpt牧Typ渔dee] | --- | --- | |----------------------------------------------------------------------------------------------------------------------------------------------|------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...
湖北宜化:现金收购新疆地区优质资产,资产结构改善加速推进
华安证券· 2024-12-15 09:21
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市场点评:正视问题,宽松以对
华安证券· 2024-12-14 02:34
[Table_StockNameRptType] 策略研究 市场点评 | --- | --- | --- | --- | |---------------------------------------------------------------------------------------------------------------------------------------------|-----------------------------------------------------------------------------------------------------------|-------------------------------|------------------------------------------------------------------------------------------------------------------------------------------------------------------------ ...
农林牧渔行业年度投资策略:养殖链价格获支撑,宠物行业延续高景气
华安证券· 2024-12-13 04:06
[Table_IndNa农me林Rpt牧Typ渔e] 行业年度投资策略 养殖链价格获支撑,宠物行业延续高景气 | --- | --- | |--------------------------------------------------------------------------------------------------------------------------------------------------------------------|------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...
天齐锂业:全球头部锂企,资源优势明显
华安证券· 2024-12-13 03:05
天齐锂业( [Table_StockNameRptType] 002466) 公司覆盖 全球头部锂企,资源优势明显 [Table_Rank] 投资评级:买入(首次) 报告日期: 2024-12-11 | --- | --- | |---------------------------------|-------------| | | | | [Table_BaseData] 收盘价(元) | 37.16 | | 近 12 个月最高 / 最低(元) | 60.98/24.44 | | 总股本(百万股) | 1,641 | | 流通股本(百万股) | 1,476 | | 流通股比例( % ) | 89.95 | | 总市值(亿元) | 610 | | 流通市值(亿元) | 549 | [公司价格与沪深 Table_Chart] 300 走势比较 -60% -38% -15% 8% 30% 11/23 2/24 5/24 8/24 天齐锂业 沪深300 [Table_Author] 分析师:许勇其 执业证书号:S0010522080002 邮箱:xuyq@hazq.com 分析师:牛义杰 执业证书号:S001052 ...