研报专题
BofA Global Research 券商研报
汇总 BofA Global Research 发布的最新研报与研究观点。
Agency MBS Weekly: MBS Hot Takes: the rap on FHA RAP, G2 ARMs, and a VS4.0 update2026-07-31 · BofA Global ResearchNon-agency MBS Weekly: FLHB update and July Remits: Well-Seasoned2026-07-31 · BofA Global ResearchShare gains and tariff refunds drive 2Q beat; Cost inflation risks remain2026-07-31 · BofA Global Research2Q26 – Weak consumer & competition drive SSS of -4.5%, efficiencies mitigate2026-07-31 · BofA Global ResearchSystematic Flows Monitor: NDX selling gives way to two-way risk; US Tsy shorts stretched as JPY shorts tested2026-07-31 · BofA Global ResearchSecuritization Weekly Overview: Market (Not Fed) Hikes Rates: Carry Giving Way to Duration2026-07-31 · BofA Global ResearchHitch hike on CLOs & Situational awareness: Performance Update2026-07-31 · BofA Global ResearchRestaurants Industry: Restaurants Weekly: Mixed menu2026-08-01 · BofA Global ResearchIG Credit Strategist: From AI to M&A2026-07-31 · BofA Global ResearchGlobal Macro Watch: Known Unknowns 2 -7 August2026-08-02 · BofA Global ResearchBCB will likely cut this week; BANXICO to remain on hold2026-08-03 · BofA Global ResearchCMS Releases Final FY2027 Inpatient Hospital and LTCH Payment Regulation: Health Care Policy Update2026-07-31 · BofA Global ResearchRoborock Technology (A): Limited near-term impacts from FCC’s ban; expect 2Q rev/profit up by 26%/18% YoY2026-08-02 · BofA Global ResearchConsumer Finance Tidbits: Issue 26-192026-08-02 · BofA Global ResearchPlatform strategy and GPM expansion = resilient earnings; reiterate Buy2026-08-03 · BofA Global ResearchAPAC Signal-to-Noise: Tourism strength in Korea and Japan2026-08-03 · BofA Global ResearchEarnings set-up keeps getting better, Reiterate Buy2026-08-02 · BofA Global ResearchThai Airways International: Waiting for clearer skies in 2H262026-08-03 · BofA Global ResearchMuthoot Finance: 1Q27: Miss on lower yields; growth momentum intact2026-08-03 · BofA Global ResearchAditya Birla Capital 1Q27: Broad-based growth, profitability continues to improve2026-08-03 · BofA Global ResearchReiterate Buy as order momentum remains strong2026-08-03 · BofA Global ResearchGlobal rates: spot the differences2026-08-03 · BofA Global ResearchQ2‘26 call feedback: A strong step in the right direction2026-08-03 · BofA Global ResearchNIM pressure peaks in 2Q26; strategic optionality emerging2026-08-03 · BofA Global ResearchJapan Databook: "Summer storm" eases but risk of rising US rates emerges2026-08-03 · BofA Global ResearchCanadian Banks: Previewing the preview: Like nothing changed2026-08-02 · BofA Global ResearchAI Watch: DeepSeek V4 Flash official launch – our initial thought2026-08-03 · BofA Global ResearchAdding Prysmian to the Europe 1 list2026-08-03 · BofA Global Research2Q26 preview: Higher prod. and oil prices drive stronger quarter; PBR the highlight2026-08-02 · BofA Global ResearchMacau Gaming: Jul‘26 GGR -8% YoY & at 83% of Jul‘19; 2026E EBITDA forecast revise down2026-08-03 · BofA Global ResearchEuropean Rates Watch: EGB supply, positioning & flows2026-08-03 · BofA Global ResearchAsia FI & FX Strategy Viewpoint: KRW – how and when to go with the flow2026-08-03 · BofA Global ResearchShiseido (4911) A Clé on the quarter2026-08-03 · BofA Global ResearchFood, Value & Services Retailers Weekly: KR sales get worse; See BOBS 2Q beat: Earnings Preview2026-08-02 · BofA Global ResearchUS Rates Watch: Wind beneath higher yields2026-08-02 · BofA Global ResearchChina: An Equity Strategist’s Diary (H/A): Weekly wrap (27-31 Jul): AI de-crowding, H-share gains on rotation2026-08-03 · BofA Global ResearchThe cost of balance2026-08-03 · BofA Global ResearchData center ASIC growth diversification well backed by fund raising plan2026-08-03 · BofA Global ResearchRetail REIT Weekly Rundown2026-08-03 · BofA Global ResearchLatAm Trading Catalysts: Brazil and Mexico monetary policy; Brazil earnings season heavy calendar2026-08-02 · BofA Global ResearchQ2 2026 wrap: back to mid teens growth territory, PO up to €30, Reit Buy2026-08-03 · BofA Global ResearchAsia IG Energy Monthly: Sector OAS +3bp MoM in July‘26 to 58bp2026-08-03 · BofA Global ResearchThe Power Behind AI – monthly data centre tracker: July edition2026-08-03 · BofA Global Research2Q26 earnings weekly recap: Reiterate Buy ratings on BXP, CUZ & KRC2026-08-03 · BofA Global ResearchQ2 2026 wrap: improving, but growth still limited2026-08-03 · BofA Global ResearchTriple-net REITs: 2Q26 Net Lease Earnings Weekly Recap: ADC, EPR and WPC all beat2026-08-03 · BofA Global Research1Q report card: Eternal vs Swiggy: Analyzing KPIs & business drivers2026-08-03 · BofA Global ResearchHigh Yield Energy: Energy Weekly2026-08-02 · BofA Global Research1Q: EBITDA beat; transmission guidance raised; trading gains to normalize2026-08-03 · BofA Global ResearchThree clouds forming over S&P 500 earnings transparency2026-08-03 · BofA Global Research