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
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 - Underweight
ServiceNow, Inc.
NOWNYSEReduce ServiceNow to Underweight — trim 25–50% into $100–104 resistance, hold reduced core, do not add until margin and FCF stabilize.
Analysis date2026-07-26
Analysis languageEnglish
Reports1 reports
Open report - Underweight
Microsoft Corporation
MSFTNASDAQTrim MSFT to Underweight: sell 25–33% into any bounce toward $397–$402; retain a core stake but do not add until FCF conversion stabilizes and the daily technical structure repairs.
Analysis date2026-07-25
Analysis languageEnglish
Reports2 reports
Open report - Underweight
Amazon.com, Inc.
AMZNNASDAQTrim AMZN by one-third before July 28 to de-risk ahead of Fed/earnings binary events; hold core position for long-term AI and cloud upside, re-entering only on confirmed FCF improvement and technical repair above the 200-day SMA.
Analysis date2026-07-25
Analysis languageEnglish
Reports1 reports
Open report - Underweight
三环集团Chaozhou Three-Circle (Group) Co., Ltd. Class A
300408.SZSZSE将三环集团（300408.SZ）降至基准权重的50%—70%，中报前不加仓，并利用未能站稳107.89元的反弹继续减持。
Analysis date2026-07-29
Analysis languageChinese
Reports1 reports
Open report - Underweight
Dell Technologies Inc.
DELLNYSEUnderweight DELL: trim to a monitored core and require both technical and cash-flow confirmation before rebuilding exposure.
Analysis date2026-07-27
Analysis languageEnglish
Reports1 reports
Open report - Underweight
Johnson & Johnson
JNJNYSETrim JNJ into $263-$267 strength and maintain a 60%-70% core position rather than chase the rally.
Analysis date2026-07-27
Analysis languageEnglish
Reports1 reports
Open report - Underweight
Alibaba Group Holding Limited Sponsored ADR
BABANYSEUnderweight BABA: trim rebounds, make no new purchase, and cap any existing monitoring stake at 0.25% of portfolio value.
Analysis date2026-07-27
Analysis languageEnglish
Reports1 reports
Open report - Underweight
Walmart Inc.
WMTNASDAQUnderweight WMT: trim exposure into $114.00-$117.70 rallies and retain only a defensive core pending cash-flow and trend confirmation.
Analysis date2026-07-27
Analysis languageEnglish
Reports1 reports
Open report - Underweight
AT&T Inc.
TNYSEUnderweight T: sell into strength near $25.25 and retain only a 50%–65% core position pending cash-flow and trend confirmation.
Analysis date2026-07-27
Analysis languageEnglish
Reports1 reports
Open report - Underweight
Intel Corporation
INTCNASDAQUnderweight INTC: trim promptly toward 50%–60% of normal benchmark weight and use a failed rebound near $101.70 for further reduction.
Analysis date2026-07-27
Analysis languageEnglish
Reports1 reports
Open report - Underweight
Digital Realty Trust, Inc.
DLRNYSE对DLR执行低配减持而非清仓，将持仓降至基准权重的45%—60%，当前不追高。
Analysis date2026-07-27
Analysis languageChinese
Reports1 reports
Open report - Underweight
Micron Technology, Inc.
MUNASDAQReduce MU to Underweight with a 30–40% trim; retain ~60% core stake for the AI memory franchise but protect capital with a hard stop at $880.
Analysis date2026-07-26
Analysis languageEnglish
Reports1 reports
Open report - Hold
JP Morgan Chase & Co.
JPMNYSE维持JPM现有持仓，当前$353附近不加仓不减持；等待回调至50日均线（~$322）且Stoch.K回落至50以下、ADX回升至20以上后，方可将评级升级为Overweight并分批加仓。
Analysis date2026-07-24
Analysis languageChinese
Reports1 reports
Open report - Underweight
中富电路
300814.SZSZSE在135–143元阻力区间执行35%–50%主动减仓，设置114元为最终保护性止损；严禁新增买入，保留观察性底仓仅待中报数据验证。
Analysis date2026-07-24
Analysis languageChinese
Reports4 reports
Open report - Underweight
Alphabet Inc.
GOOGNASDAQ维持减持（Underweight）评级，在$315-$325区间分批卖出25-30%仓位，剩余仓位以$285为止损线，等待AI资本开支回报的可量化证据出现后再考虑回补。
Analysis date2026-07-24
Analysis languageChinese
Reports3 reports
Open report - Overweight
宁德时代
300750.SZSZSERead report
Analysis date2026-07-23
Analysis languageEnglish
Reports1 reports
Open report - Hold
Agricultural Bank of China Limited Class A
601288.SSSSERead report
Analysis date2026-07-19
Analysis languageChinese
Reports1 reports
Open report
