中银国际：华侨看中国 研究月刊（１－５月）

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中银国际：华侨看中国　研究月刊（１月）

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2007-1-3 11:49:00 上传

中银国际：华侨看中国　研究月刊（１－５月）
需要: 4 个论坛币  [购买]

目录
傲慢或谦卑 — 1 万亿美元及计算方法....................................................3
3,000 亿美元误差............................................................................................4
GDP 修正的意义.............................................................................................8
2006 年投资策略 — 新年伊始，却已“过时” ..................................10
中国经济........................................................................................................15
香港经济........................................................................................................25
汽车及零部件................................................................................................27
化工.................................................................................................................28
消费品 — 啤酒及白酒...............................................................................29
消费品 — 乳制品........................................................................................30
消费品 — 家电............................................................................................31
消费品 — 纺织品及零售..........................................................................32
消费服务 —酒店/博彩................................................................................33
能源.................................................................................................................34
金融 (中国)....................................................................................................35
金融 (香港)....................................................................................................36
金融 — 保险................................................................................................37
传媒.................................................................................................................38
金属及矿产....................................................................................................39
制药.................................................................................................................40
地产 (中国)....................................................................................................41
地产 (香港)....................................................................................................42
中小盘股/工业...............................................................................................43
科技.................................................................................................................44
电信 (中国)....................................................................................................45
电信 (香港)....................................................................................................46
交通运输 — 航空........................................................................................47
交通运输 — 机场........................................................................................48
交通运输 — 海运........................................................................................49
交通运输 — 收费公路...............................................................................50
公用事业 (中国)...........................................................................................51
公用事业 (香港)...........................................................................................52
中银国际股票研究范围..............................................................................53
公告时间表....................................................................................................60
最近出版的研究报告..................................................................................61
中银国际研究团队.......................................................................................62

[此贴子已经被作者于2007-1-3 12:02:30编辑过]

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关键词：中银国际 交通运输 公用事业 投资策略 股票研究 中国 国际 中银 月刊 华侨

中银国际：华侨看中国　研究月刊（２月）

82101.pdf (1.39 MB, 需要: 4 个论坛币)

2007-1-3 11:49:00 上传

中银国际：华侨看中国　研究月刊（１－５月）
需要: 4 个论坛币  [购买]

目录
通用语言 — 我说英语好……啦！..........................................................3
龙争虎斗..........................................................................................................4
中国经济........................................................................................................13
香港经济........................................................................................................19
汽车及零部件................................................................................................21
化工.................................................................................................................22
消费品 — 啤酒及白酒...............................................................................23
消费品 — 乳制品........................................................................................24
消费品 — 家电............................................................................................25
消费品 — 纺织品及零售..........................................................................26
消费服务 —酒店/博彩................................................................................27
能源.................................................................................................................28
金融 (中国)....................................................................................................29
金融 (香港)....................................................................................................30
金融 — 保险................................................................................................31
传媒.................................................................................................................32
金属及矿产....................................................................................................33
制药.................................................................................................................34
地产 (中国)....................................................................................................35
地产 (香港)....................................................................................................36
中小盘股/工业...............................................................................................37
科技.................................................................................................................38
电信 (中国)....................................................................................................39
电信 (香港)....................................................................................................40
交通运输 — 航空........................................................................................41
交通运输 — 机场........................................................................................42
交通运输 — 海运........................................................................................43
交通运输 — 收费公路...............................................................................44
公用事业 (中国)...........................................................................................45
公用事业 (香港)...........................................................................................46
中银国际股票研究范围..............................................................................47
公告时间表....................................................................................................54
最近出版的研究报告..................................................................................55
中银国际研究团队.......................................................................................56

[此贴子已经被作者于2007-1-3 12:01:50编辑过]

中银国际：华侨看中国　研究月刊（3月）

82102.pdf (1.5 MB, 需要: 4 个论坛币)

2007-1-3 11:49:00 上传

中银国际：华侨看中国　研究月刊（１－５月）
需要: 4 个论坛币  [购买]

目录
H 股10,000 点？..............................................................................................3
C 股是未来之所在.........................................................................................4
中国经济........................................................................................................22
香港经济........................................................................................................29
汽车及零部件................................................................................................31
化工.................................................................................................................32
消费品 — 啤酒及白酒...............................................................................33
消费品 — 乳制品........................................................................................34
消费品 — 家电............................................................................................35
消费品 — 纺织品及零售..........................................................................36
消费服务 —酒店/博彩................................................................................37
能源.................................................................................................................38
金融 (中国)....................................................................................................39
金融 (香港)....................................................................................................40
金融 — 保险................................................................................................41
传媒.................................................................................................................42
金属及矿产....................................................................................................43
制药.................................................................................................................44
地产 (中国)....................................................................................................45
地产 (香港)....................................................................................................46
中小盘股/工业...............................................................................................47
科技.................................................................................................................48
电信 (中国)....................................................................................................49
电信 (香港)....................................................................................................50
交通运输 — 机场........................................................................................51
交通运输 — 海运........................................................................................52
交通运输 — 收费公路...............................................................................53
公用事业 (中国)...........................................................................................54
公用事业 (香港)...........................................................................................55
中银国际股票研究范围..............................................................................56
公告时间表....................................................................................................63
最近出版的研究报告..................................................................................64
中银国际研究团队.......................................................................................66

[此贴子已经被作者于2007-1-3 12:00:58编辑过]

中银国际：华侨看中国　研究月刊（4月）

82103.pdf (1.43 MB, 需要: 4 个论坛币)

2007-1-3 11:49:00 上传

中银国际：华侨看中国　研究月刊（１－５月）
需要: 4 个论坛币  [购买]

目录
五十步与百步?................................................................................................3
和谐社会..........................................................................................................4
A 股套利机会...................................................................................................8
中国经济........................................................................................................12
香港经济........................................................................................................21
汽车及零部件................................................................................................23
化工.................................................................................................................24
消费品 — 啤酒及白酒...............................................................................25
消费品 — 乳制品........................................................................................26
消费品 — 家电............................................................................................27
消费品 — 纺织品及零售..........................................................................28
消费服务 —酒店/博彩................................................................................29
能源.................................................................................................................30
金融 (中国)....................................................................................................31
金融 (香港)....................................................................................................32
金融 — 保险................................................................................................33
传媒.................................................................................................................34
金属及矿产....................................................................................................35
制药.................................................................................................................36
地产 (中国)....................................................................................................37
地产 (香港)....................................................................................................38
中小盘股/工业...............................................................................................39
科技.................................................................................................................40
电信 (中国)....................................................................................................41
电信 (香港)....................................................................................................42
交通运输 — 航空........................................................................................43
交通运输 — 机场........................................................................................44
交通运输 — 海运........................................................................................45
交通运输 — 收费公路...............................................................................46
公用事业 (中国)...........................................................................................47
公用事业 (香港)...........................................................................................48
中银国际股票研究范围..............................................................................49
公告时间表....................................................................................................56
最近出版的研究报告..................................................................................61
中银国际研究团队.......................................................................................62

中银国际：华侨看中国　研究月刊（5月）

82104.pdf (1.42 MB, 需要: 4 个论坛币)

2007-1-3 11:49:00 上传

中银国际：华侨看中国　研究月刊（１－５月）
需要: 4 个论坛币  [购买]

目录
五月脱手莫回头.............................................................................................3
06 年1 季度业绩回顾....................................................................................4
中国经济........................................................................................................12
香港经济........................................................................................................21
汽车及零部件................................................................................................23
化工.................................................................................................................24
消费品 — 啤酒及白酒...............................................................................25
消费品 — 乳制品........................................................................................26
消费品 — 家电............................................................................................27
消费品 — 纺织品及零售..........................................................................28
消费服务 —酒店/博彩................................................................................29
能源.................................................................................................................30
金融 (中国)....................................................................................................31
金融 (香港)....................................................................................................32
金融 — 保险................................................................................................33
传媒.................................................................................................................34
金属及矿产....................................................................................................35
制药.................................................................................................................36
地产 (中国)....................................................................................................37
地产 (香港)....................................................................................................38
中小盘股/工业...............................................................................................39
科技.................................................................................................................40
电信 (中国)....................................................................................................41
电信 (香港)....................................................................................................42
交通运输 — 航空........................................................................................43
交通运输 — 机场........................................................................................44
交通运输 — 海运........................................................................................45
交通运输 — 收费公路...............................................................................46
公用事业 (中国)...........................................................................................47
公用事业 (香港)...........................................................................................48
中银国际股票研究范围..............................................................................49
公告时间表....................................................................................................56
最近出版的研究报告..................................................................................57
中银国际研究团队.......................................................................................58