Group 1 - The article emphasizes the importance of portfolio growth for income-focused investors, highlighting the challenge of funding higher payouts while maintaining tax-friendly yields [1] - It discusses the necessity for investors to balance yield generation with sustainable funding sources, indicating a key problem faced by high-income investors [1] Group 2 - The author has over 20 years of experience in quantitative research, financial modeling, and risk management, focusing on equity valuation and market trends [1] - The approach combines rigorous risk management with a long-term perspective on value creation, aiming to provide actionable investment ideas [1]

Core Viewpoint - The analysis of Amazon's stock highlights concerns regarding its free cash flow, indicating potential challenges for the company moving forward [1]. Group 1 - The previous analysis of Amazon was conducted on May 7, focusing on Q1 performance and free cash flow issues [1]. - The company aims to provide actionable investment ideas through independent research, appealing to investors who share this investment style [1]. Group 2 - The service has demonstrated the ability to help members outperform the S&P 500 and avoid significant losses during periods of high market volatility [2]. - A trial membership is offered to assess the effectiveness of the company's investment methods [2].

Core Viewpoint - The upcoming investment research conference on July 11 will introduce the "One Rating" series, a new professional stock evaluation system by Yicai, providing investors with a fresh reference dimension [2]. Group 1 - The event will be live-streamed from 18:10 to 19:20, featuring various investment research experts analyzing market trends and investment directions [3][7]. - The conference will focus on current investment hotspots and discuss several key topics, including the balance between change and stability in investments, the dynamics of old and new consumer markets, and the future of high-dividend stocks [8][9]. - Specific discussions will include the rapid rise of Chinese innovative pharmaceuticals and the core driving forces behind this trend, as well as opportunities in technology stocks [9].

Core Viewpoint - The company has upgraded its intelligent Q&A and deep research functions, implementing a more aggressive TOKEN burn model, which has received satisfactory feedback from users [1]. Subscription Plan Adjustments - Starting from July 1, the company will adjust its subscription plans and pricing, with automatic upgrades for some paid users during their subscription period [3]. - The original standard plan will be upgraded to a premium plan, with annual subscription prices increasing from 299 to 499 and monthly prices from 49 to 69 [5]. - The original premium plan will be canceled, while the professional plan will remain unchanged [5]. Reportify Features - Reportify supports financial reports, conference calls, news, and research content aggregation across A-shares, Hong Kong stocks, and US stocks [6]. - It offers intelligent Q&A for deep searches and generates comprehensive content with citation sources [6]. - The platform provides deep research capabilities, document summarization, and translation services for long documents [6]. User Engagement and Feedback - Users are encouraged to provide feedback and suggestions through a dedicated assistant, with options for refunds if they are dissatisfied with the upgrades [3][8]. - The company invites users to join discussion groups for sharing insights and receiving updates on content and features [8].

Group 1 - The article recommends a platform where users can access hundreds of foreign investment bank research reports daily, including those from top firms like Morgan Stanley, UBS, Goldman Sachs, Jefferies, HSBC, Citigroup, and Barclays [1] - The platform also offers comprehensive analysis reports focused on the semiconductor industry from SemiAnalysis, providing valuable insights for investment and industry research [3] - A subscription to the platform is available for 390 yuan, granting access to a wide range of technology industry analysis reports and selected daily reports [3]

Group 1 - The article highlights the upcoming 2025 Investment Summit hosted by Morningstar, Inc., emphasizing the opportunity for industry leaders to engage in discussions [1] - Morningstar, Inc. is identified as a leading global investment research firm, providing services across North America, Europe, Australia, and Asia [1] - As of December 31, 2024, Morningstar managed and provided investment advice on assets totaling approximately $338 billion [1]

晨星中国区总裁，董事总经理 张雨萌 中国深圳 - 全球独立投资研究机构晨星公司（纳斯达克股票代码：MORN）宣布张雨萌于1月6 日加入公司，担任晨星中国区总裁，董事总经理。张博士常驻深圳，负责晨星在中国的整体战 略和可持续增长的执行，向晨星全球首席财务官迈克尔·霍尔特汇报。 霍尔特表示： "雨萌是一位富有合作精神的强有力的领导者，具备推动我们在中国市场持续发 展的企业家精神。他了解中国机构及个人投资者的需求，将带领我们的团队继续构建以客户为 中心的解决方案，实现我们赋能投资者成功的使命。" 张博士此前担任L l & G l的中国区总裁 拥有近20年的行业经验 曾在英国和中国的 张博士此前担任Legal & General的中国区总裁，拥有近20年的行业经验，曾在英国和中国的 头部资产管理公司工作。他曾在伦敦的Legal & General Investment Management（LGIM）担 任投资组合经理，2013年回到中国，负责Mercer中国的投资和养老金咨询业务。随后，他加 入平安资产管理，领导其解决方案业务，为中国的机构客户提供多资产和资产负债管理 （ALM）解决方案。在回归Legal & Ge ...

大家好，有段时间没有发声了，我们团队在大家的鼓励和支持下持续的进行开发迭代，结合大家提出的最强烈的需求，我们这次更新给大家带来几 个重要的功能： - Reportify 功能更新 - 01 . 文件上传 拖动文件到界面上传文件： 等待文件上传完成后，直接输入问题： 批量大文件上传问答 快速小文件上传问答 我们支持两种上传文件的方式，第一种简单直接和其他 AI 聊天工具类似，直接通过问答框中的快捷方式，就可以选择多个文件，然后直接针对这些 文件进行提问，在这种快捷方式下只支持 PDF 且文件大小不超过 10M。 点击上传文档按钮上传文件： 第二种方式可以通过单独的文件功能模块进行批量的上传文件和管理文件，通过这种方式可以最大上传 1GB 的文件（专业计划） ： 批量上传大文件，可能需要一些时间在后台进行处理，可以查看文件处理的状态： 文档处理完成后，可以修改文件的基本信息，文件的基本信息维护的好对问答的准确率有帮助： 通过列表的内容可以选择多个文件进行问答： | | | Reportify | 文件夹 1 容量: 70.44MB / 1000.00GB | + | 文件 7 | | 对话 | 上传 | Q 搜索 ...

大家好，非常感谢大家 2 个月以来的支持和反馈，大家的热情和对深度内容阅读、研究的需求让我们印象深刻，通过大家反馈也在这个过程中也做了不少 内容和功能上的增加和优化。 02 . 订阅计划说明 03 . 权益说明 但是我们深深的知道这个产品大家有更多的期待，我们对这个产品的计划也远远没有完成，但是受限于资源我们还没办法全力奔跑，从另外一个角度我们 也需要在验证了需求之后进一步验证 PMF，所以我们今天发布了付费订阅的功能，具体订阅的详情可以看文章下边的介绍，也可以访问 https://reportify.cc/plans 了解。 如果对我们的付费订阅有任何意见和建议请随时联系我们，都会第一时间处理。 - Reportify 功能更新 - 01 . 付费订阅 免费和付费的权益上的差别有两个部分，一方面是点数的差别，越高的订阅计划默认的点数越高，同时对部分功能进行了权益上的区分，比如查看 总结免费计划给到体验的次数，但是付费计划可以无限查看。未来也会有付费计划专属的功能。具体定价和权益差别可以参考以下截图： 支持历史问答会话保存，方便回溯和分享，构建投资研究知识库 - Reportify 亮点功能 - 除了更新的内 ...

01 . 增加研报内容 研报内容不用多费口水，一直是用户非常关注的内容源，通过用户的大力支持现在我们也能看到一些公司研报、行业研报和宏观研报了，希望能给 大家提供一些内容上的补充。 | HIJIX 全部内容 ▼ | 全部市场 ▼ | | --- | --- | | 全部内容 | 安全:中国战略性（关键）矿产如何涅槃重生? V | | 公司研报 | 息周期，利率达到5.25%-5.5%水平[1] - 美元指数上涨,国际CRB指数和中国有色金属指数 硕政策,加强供应链稳定可控,作为大国竞争筹码[1] 矿产需求与供应 - 中国应优先保障铜> | | 行业研报 | 锰、锡、铜[1] - 中国应充分利用稼、猪、稀土、锑、钨、烟、镁、钛>钼、铅、锌[1] - 进口 0 | | 宏观研报 | | 春节过完了，大 A 也有要抬头的迹象了，Reportify 团队给大家拜个晚年，并且祝大家新的一年：账户都翻倍，工作不加班，减肥全成功！ 随着用户变多（其实也没有很多）我们发现大家利用 Reportify 问答的内容逐步在扩散，比我们最早设定的只是关于财报和电话会要远远超过了， 也经常被问到为什么没有分析内容、为什么没有宏观内容、 ...