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美国银行全球研究（BofA Global Research）券商研报
汇总美国银行全球研究（BofA Global Research）发布的最新研报与研究观点。
Energy - China Weekly: NDRC formalizes long-term coal/ gas/ power supply contracts: Industry Overview2026-10-26 · BofA Global ResearchGlobal Memory Tech: Weekly theme: Shareholder return upside, 4Q guidance preview, resilient spot/export2026-10-23 · BofA Global ResearchGlobal Macro Watch: Known Unknowns 25 - 30 October2026-10-25 · BofA Global ResearchOra Banda Mining: Sell-off overdone; Upgrade to Buy, near term catalysts positive2026-10-23 · BofA Global ResearchiQprofile℠ Hisense Home Appliance (H/A)2026-10-26 · BofA Global ResearchVolume inflection could unlock re-rating; Upgrade to Buy2026-10-23 · BofA Global ResearchAerospace and Defence Update: Capital allocation: Buybacks in Civil and M&A in Defence2026-10-26 · BofA Global ResearchHigh Grade Basic Materials Weekly2026-10-23 · BofA Global ResearchIDFC First Bank: 2Q27 - Core inline, NIM recovery key to RoA trajectory2026-10-26 · BofA Global ResearchEuropean Morning Credit: Today in European Credit2026-10-23 · BofA Global ResearchErdemir: EBITDA/t up. Eyes on costs into Q4.2026-10-23 · BofA Global ResearchAU Small Finance Bank: 2Q27 - Healthy B/S growth; NIM and AQ key watchpoints2026-10-26 · BofA Global Research3Q26 – Strong fees and costs offset NII pressure; NIM remains key watchpoint2026-10-23 · BofA Global ResearchSainsbury: Execution improving, but the bar is higher2026-10-23 · BofA Global ResearchEvolution: 3Q26: no surprises2026-10-23 · BofA Global ResearchChina Shenhua (H/A): 3Q26 miss, strong coal vs. weak power2026-10-26 · BofA Global ResearchCoforge Upgrades profitability outlook; Q2 shy on M&A rev but solid outlook2026-10-25 · BofA Global ResearchShriram Finance 2Q27: Credit costs to remain elevated near-term; cautious on growth2026-10-25 · BofA Global ResearchJapan Financial Sector: BofA financials weekly2026-10-23 · BofA Global Research