投资研究

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网申倒计时|申万宏源研究2026届秋季校园招聘火热进行中!
申万宏源研究· 2025-09-29 01:56
Group 1 - The article announces the launch of the 2026 autumn campus recruitment by Shenwan Hongyuan Research, emphasizing the company's commitment to nurturing talent and building a long-term professional research team [5][7]. - Shenwan Hongyuan Research, established in 1992, is one of the earliest and largest comprehensive securities research institutions in mainland China, focusing on a wide range of investment research areas including macroeconomics, industry analysis, and investment strategies [7]. - The company boasts a research team of over 300 professionals, dedicated to providing systematic and stable professional research services to the capital market [7]. Group 2 - The recruitment program includes various positions such as macroeconomic analysts, bond analysts, strategy analysts, financial engineering analysts, stock analysts, market analysts, and researchers in the industry research institute [11]. - The training program for new employees is comprehensive, featuring a dual capability system that combines innovation and tradition, and aims to facilitate continuous development through structured training [9][10]. - The recruitment is targeted at graduates from domestic and overseas institutions, with specific graduation dates outlined for eligibility [14].
晨星中国招聘 | 产品经理、产品运营经理、大区销售总监
Morningstar晨星· 2025-09-18 01:06
Core Viewpoint - Morningstar is actively recruiting for key positions in its China business team to enhance its investment advisory solutions and drive user growth in the Chinese market [2][21]. Group 1: Product Manager - China Business Team - The role focuses on developing localized investment advisory solutions based on global expertise and local market needs, involving user research and product optimization [2][3]. - Responsibilities include conducting in-depth research on domestic and international investment advisory trends to inform product strategy and continuous improvement of solutions [3]. Group 2: Product Operations Manager - Fund Advisory - This position is responsible for enhancing user experience and satisfaction through direct engagement with clients, identifying their needs, and optimizing existing product features [7][10]. - The role requires collaboration with various teams to ensure product delivery and market strategy execution, aiming for sustained growth in the Chinese market [6][10]. Group 3: Regional Sales Director - The focus is on developing new clients and deepening relationships with existing ones to achieve sales targets, while ensuring that product offerings meet market demands [15]. - The role involves active participation in financial events to discover potential clients and requires a strong understanding of client investment needs [15]. Group 4: Company Overview - Morningstar, Inc. is a leading global investment research firm, providing data and analysis on various investment products, with approximately $338 billion in assets under management and advisory as of December 31, 2024 [18]. - The company operates in 33 markets worldwide, offering services to individual investors, investment advisors, and institutional clients [18].
PayPal's Overlooked Treasury Stock
Seeking Alpha· 2025-09-05 20:05
Core Insights - PayPal Holdings, Inc. (NASDAQ: PYPL) was last analyzed on July 17, with a recommendation of "Strong Buy" based on the assessment that the stock is undervalued [1] Group 1 - The analysis emphasizes actionable investment ideas derived from independent research [1] - The investment style promoted by the company aims to provide clear and unambiguous recommendations [1] Group 2 - The company claims to have assisted its members in outperforming the S&P 500 while avoiding significant losses during periods of high volatility in both equity and bond markets [2] - A trial membership is offered to potential investors to evaluate the effectiveness of the company's investment strategies [2]
SDIV: The ETF That Pays You To Lose Money
Seeking Alpha· 2025-08-16 09:13
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]
AMD Q2: Rating Downgrade Amid China And Opex Uncertainties
Seeking Alpha· 2025-08-07 15:01
I last rated Advanced Micro Devices, Inc. (NASDAQ: AMD ) as a buy on June 27 with an article titled " AMD: Let Your Profit Run." The article was promoted by As you can tell, our core style is to provide actionable and unambiguous ideas from our independent research. If you share this investment style, check out Envision Early Retirement. It provides at least 1x in-depth articles per week on such ideas. We have helped our members not only to beat S&P 500 but also avoid heavy drawdowns despite the extreme vol ...
Amazon FQ2 Earnings Preview: Why I Disagree With Wall Street
Seeking Alpha· 2025-07-25 16:25
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].
【7月11日预告】思辨·致胜 2025下半年投研会暨“壹评级”首次发布
第一财经· 2025-07-10 12:16
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].
预告:订阅计划即将涨价
深研阅读 Reportify· 2025-06-25 07:18
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].
外资顶尖投行研报分享
傅里叶的猫· 2025-06-19 14:58
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]
在线直播预告:晨星(中国)2025年度投资峰会
Morningstar晨星· 2025-05-14 11:36
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]