阅峰 | 光大研究热门研报阅读榜 20251109-20251115

Group 1 - The article highlights a significant increase in flu-like cases, suggesting a growing demand for flu vaccines, virus testing, and related pharmaceuticals [3][4] - The recent flu outbreak is expected to raise public and market attention, potentially driving investment opportunities in the flu vaccine and treatment sectors [4] Group 2 - The analysis of Q3 earnings for major US tech companies indicates a shift in market focus from investment in AI to the need for return on investment, leading to a re-evaluation of AI's visibility and profitability [9] - Cloud computing revenue for major tech firms has accelerated, confirming the robust demand for AI computing power, with clearer capital expenditure guidance for 2026 [9] Group 3 - October's CPI showed a year-on-year increase, surpassing market expectations, attributed to a weakening high base effect, seasonal food price increases, holiday effects, and medical price reforms [10] - PPI turned positive month-on-month for the first time this year, driven by improved supply-demand dynamics in industrial products and rising international metal prices [10] Group 4 - The financial data for October indicates a seasonal slowdown in credit expansion, with social financing and monetary growth continuing to decline due to high base effects [25] - The forecast for year-end loan growth is around 6.45%, while social financing growth may drop to approximately 8.1% without new special government bond issuances [25] Group 5 - The report on the energy storage sector indicates that the gradual improvement of capacity pricing mechanisms is beneficial for industry development, with Inner Mongolia maintaining high levels of storage subsidies [28] - The market anticipates significant growth in domestic energy storage installations next year, with a focus on monitoring production and installation trends in the coming months [28]