Insurance funds: Life/P&C diverged in allocation; financial yields marginally recovered in 2Q
2Q业绩承压,宏观经济恢复
2Q盈利回暖,股权激励彰显信心
NBS数据或预示2Q电商GMV表现有望好于预期
银行业周报:2Q银行股持仓下降,城商行占比首超股份
券商1Q23业绩综述:利润同比增8成,2Q关注财富管理及两融业务改善
睿智投资| 互联网 - 2Q业绩总结及选股策略更新:确定性或仍为主线
食品饮料行业周报:短期情绪波动,2Q景气度分化
2Q业绩迎来拐点,海外业务增长强劲
2Q earnings beat; investment opportunities arise with overreaction on softened outlook