Reports
Public research reports
Reports the team explicitly publishes to this site. Each one is a multi-agent research reference with an analysis date and final Portfolio Manager rating. Not investment advice or trade execution.
Final five-tier rating from the Portfolio Manager. Not the intermediate Trader action.
- Underweight
滔搏
6110.HKHKEX将滔搏仓位削减至20%-25%,保留核心底仓应对极端超卖反弹,1.26港元止损铁律不变,1.40-1.60区间获利减半。
Analysis date2026-07-27
Analysis languageChinese
Reports1 reports
Open report - Sell
騰訊控股
0700.HKHKEXRead report
Analysis date2026-07-27
Analysis languageChinese
Reports1 reports
Open report - Underweight
小米集團-W
1810.HKHKEXReduce Xiaomi (1810.HK) exposure tactically: bank partial profits from the 31% rally, trail a stop at 26.50 HKD, and await pullback or Q2 earnings confirmation before re-entering with size.
Analysis date2026-07-27
Analysis languageEnglish
Reports2 reports
Open report