Nomura·2026-10-29Thematic
002463.SZ300308.SZ600183.SHMSFTZhongji Innolight·Top pickShengyi Technology·Top pickWUS Printed Circuit·Top pickMicrosoft capex: ~USD170bnCY2026
Research: Broker notes on sectors, macro, rates and strategy
- Nomura·2026-10-29RatesHK front-end rates (receive Mar27-1y IRS)·OverweightHK Mar27-1y IRS: target 3.80% by end-November (current 4.07%)2026-11
- Nomura·2026-10-29Sector
- Nomura·2026-10-29StrategyChina high-dividend equities·Overweight
- Nomura·2026-10-28Thematic
- Nomura·2026-10-28MacroUSD/CNY fix projection: 6.671128 Oct 2026
- Nomura·2026-10-27Thematic300308.SZ688498.SH
- Nomura·2026-10-27MacroChina industrial profit growth: 14.4% y/y2026-09China PPI inflation: 5.0% y/y2026-09
- Nomura·2026-10-27MacroNomura Chip Shortage Index: 104.02026-10
- Nomura·2026-10-27Sector002463.SZ002916.SZ2313.TW2383.TW300476.SZ3037.TW4958.TW6274.TW7911.T
- Nomura·2026-10-27StrategyUSD·Underweight
- Nomura·2026-10-26Macro
- Nomura·2026-10-26Sector
- Nomura·2026-10-26MacroIDR·UnderweightKorea rates (receive 5-10y)·Overweight
- Nomura·2026-10-26MacroUSD/CNY fix projection: 6.67092026-10-26
- Nomura·2026-10-25Thematic
- Nomura·2026-10-23Thematic
- Nomura·2026-10-23Thematic
- Nomura·2026-10-23MacroCNH·OverweightJPY·OverweightIDR·Underweight
- Nomura·2026-10-23Macro