Nomura 研究报告
- Nomura-Samsung Biologics（207940）Takeaways from NDR-260915Nomura · 2026-10-08
- Nomura-Kia Corp（000270.KS）Physical AI de~rating prompts TP cut to KRW220，000-260911Nomura · 2026-10-08
- Nomura-USD CNY fix model -260917Nomura · 2026-09-17
- Nomura-Trip.com（TCOM.OQ）A tale of two travel businesses-260916Nomura · 2026-09-16
- Nomura-Special Report：Clearing inter~firm arrears： The key to rejuvenating China’s economy-260916Nomura · 2026-09-16
- Nomura-USD CNY fix model -260915Nomura · 2026-09-15
- Nomura-Shenzhen Megmeet ElectricalAIDC ramps 1H26 recurring net profit miss-260915Nomura · 2026-09-15
- Nomura-Semiconductor packaging industry update：Packaging substrate shipments up 68_ y~y-260915Nomura · 2026-09-15
- Nomura-Haid GroupDomestic feed leader expanding overseas-260915Nomura · 2026-09-15
- Nomura-Global Economic Outlook Monthly：Recalibrating monetary policies-260915Nomura · 2026-09-15
- Nomura-China healthcare：Data readout of China assets in WCLC 2026 （2）-260915Nomura · 2026-09-15
- Nomura-China consumer：Aug retail sales remained mediocre-260915Nomura · 2026-09-15
- Nomura-USD CNY fix model -260914Nomura · 2026-09-14
- Nomura-Global AI Trend Tracker – CIOE 2026 takeaways：400G chips， SiPh TFLN Coherent Lite， NPO CPO OCS-260914Nomura · 2026-09-14
- Nomura-FX Insights：Foreign inflows into US equities remained robust but outflows from bonds slowed-260914Nomura · 2026-09-14
- Nomura-China healthcare：Oncology drugs sales expert call takeaways-260914Nomura · 2026-09-14
- Nomura-China healthcare：Data readout of China assets in WCLC 2026 （1）-260914Nomura · 2026-09-14
- Nomura-Asia Insights China： Credit growth hits fresh record lows in August-260914Nomura · 2026-09-14
- Nomura-VNET Group（VNET.US）Key beneficiary of AIDC rollout in northern China-260911Nomura · 2026-09-11
- Nomura-Policy Watch：September FOMC Preview – We now expect the Fed to hike-260911Nomura · 2026-09-11
- Nomura-Midea GroupSteady growth supported by balanced strategy-260911Nomura · 2026-09-11
- Nomura-Korea shipbuilding：HD Hyundai group to double engine capacity-260911Nomura · 2026-09-11
- Nomura-Greater China power semi：Quarterly outlook updates-260911Nomura · 2026-09-11
- Nomura-GDS Holdings（GDS.OQ）Strong order backlog with long~term visibility-260911Nomura · 2026-09-11
- Nomura-China Leadshine TechnologyCore recovery beats robotics orders gain traction-260911Nomura · 2026-09-11
- Nomura-China consumer：Weakened sales performance of mass~market mall in Jul~Aug-260911Nomura · 2026-09-11
- Nomura-ANCHOR REPORT：China AI value chain – sustainable AI investment drives better ROI-260911Nomura · 2026-09-11
- Nomura-EU~China trade tensions： The slow burn continues-260910Nomura · 2026-09-10
- Nomura-USD CNY fix model-260813Nomura · 2026-08-13
- Nomura-Tencent Holdings（0700.HK）In~line 2Q26 results； aggressive AI investment-260813Nomura · 2026-08-13
- Nomura-Economic Insights：US： Monthly Inflation Monitor-260813Nomura · 2026-08-13
- Nomura-USD CNY fix model-260812Nomura · 2026-08-12
- Nomura-Tencent Music Entertainment Group（TME.US）2Q results beat；softer 3Q and FY26 guidance-260812Nomura · 2026-08-12
- Nomura-Shenzhen Megmeet ElectricalDiversified tech portfolio AI power to lead growth-260811Nomura · 2026-08-11
- Nomura-FX Insights：Inflows into US equities picked up strongly in the first week of August-260811Nomura · 2026-08-11
- Nomura-FX Chart Alert：Estimating the US Treasury’s sell~EUR buy~JPY intervention size on 31 July-260811Nomura · 2026-08-11
- Nomura-China healthcare：Marketing takeaways and thoughts on upcoming 1H26 results-260811Nomura · 2026-08-11
- Nomura-Wuxi Apptec（2359.HK）A positive development on geopolitics-260810Nomura · 2026-08-10
- Nomura-USD CNY fix model -260810Nomura · 2026-08-10
- Nomura-JPY Monthly Flow Monitor：Pension funds’ net selling of foreign equities amid declines in yen terms in July-260810Nomura · 2026-08-10
- Nomura-China Internet & New Media：Takeaways from Ant Afu expert call-260810Nomura · 2026-08-10
- Nomura-WIWYNN CORP（6669.TW）New Trainium 3 and AMD MI450 are key drivers-260809Nomura · 2026-08-09
- Nomura-Shenzhou International Group（2313.HK）Earnings decline came in worse than expected-260809Nomura · 2026-08-09
- Nomura-ITEQ（6213.TW）New expansion plan springs a surprise-260809Nomura · 2026-08-09
- Nomura-Asia Insights China： Both CPI and PPI inflation dropped by more than expected in July-260809Nomura · 2026-08-09
- Nomura-WinWay Technology（6515.TW）Sustained earnings upward revision-260807Nomura · 2026-08-07
- Nomura-USD CNY fix model -260807Nomura · 2026-08-07
- Nomura-SG MicroEntering into a new product cycle-260807Nomura · 2026-08-07
- Nomura-China healthcare：MNCs’ June~quarter results read~through （3）-260807Nomura · 2026-08-07
- Nomura-Baidu（BIDU.US）2Q26F preview： weak ads， strong AI cloud-260807Nomura · 2026-08-07
- Nomura-Asia Insights：China： Growth of both exports and imports slowed in June but remained elevated-260807Nomura · 2026-08-07
- Nomura-Asia Economic Monthly：How AI is rewiring Asia’s labour market-260807Nomura · 2026-08-07
- Nomura-Global AI Trend Tracker：AI Expert Call #71 – China’s SuperPod development-260806Nomura · 2026-08-06
- Nomura-Eastroc BeverageTea gains steam as core category growth cools-260806Nomura · 2026-08-06