https://zh.app/en/r/rio-2026-09-14Zen Horizonen2026-09-14Rio Tinto: Copper EBITDA Rose 84% on 1% More Production, and £73.74 Sits Inside a £62–82 Hold Band https://zh.app/cn/r/rio-2026-09-14纵横研报zh-cn2026-09-14力拓：产量只多了 1%，铜的 EBITDA 却涨了 84%，而 73.74 英镑落在 62–82 英镑的持有带内 https://zh.app/en/r/monc-2026-09-14Zen Horizonen2026-09-14Moncler S.p.A.: Luxury-Grade 29% Margins and EUR 1.11bn of Net Cash, but Only 38-40% of Revenue Lands in H1 and EUR 44.69 Sits 31% Above the EUR 34 Ideal Buy Ceiling https://zh.app/cn/r/monc-2026-09-14纵横研报zh-cn2026-09-14盟可睐：29% 的奢侈品级利润率与 11.1 亿欧元净现金，但全年只有 38%–40% 的营收落在上半年，44.69 欧元比 34 欧元的理想买入上限高出 31% https://zh.app/en/r/glpi-2026-09-14Zen Horizonen2026-09-14Gaming and Leisure Properties: AFFO Rose 10.1% While the Stock De-Rated to 9.8x, and PENN Still Writes 54.7% of the Rent https://zh.app/cn/r/glpi-2026-09-14纵横研报zh-cn2026-09-14Gaming and Leisure Properties：AFFO 增长 10.1%，估值却下修到 9.8 倍，PENN 仍然贡献 54.7% 的租金 https://zh.app/en/r/dhl-2026-09-14Zen Horizonen2026-09-14DHL AG: Express Supplies 60% of H1 Group EBIT on 31% of Revenue and German Mail Volume Falls 15%, but EUR 55.02 Sits 30% Above the EUR 42.2 Conservative Value https://zh.app/cn/r/dhl-2026-09-14纵横研报zh-cn2026-09-14DHL AG：快递用 31% 的营业收入贡献了上半年集团 EBIT 的 60%，德国邮件总量下滑 15%，但 55.02 欧元比 42.2 欧元的保守价值高出 30%