| 【Company Research】China Life (2628 HK) - 3Q net earnings almost doubled on a high base |
| 【公司研究】生益科技 (600183 CH) - 三季度业绩表明AI周期全面启动,目标价上调至90元人民币 |
| 【Sector Research】Technology - Apple FY4Q25 read-through: Resilient iPhone/Services momentum; Upbeat 1Q guidance on strong iPhone demand |
| 【Company Research】Innolight (300308 CH) - Record-high quarter driven by AI demand; Robust cloud capex underpins outlook |
| 【Company Research】Amazon (AMZN US) - Acceleration in cloud revenue growth better than expected |
| 【Company Research】Coinbase (COIN US) - 3Q25 results beat on solid transaction business |
| 【Sector Research】Semiconductors - CIS sector – Sustained growth fueled by automotive and emerging applications |
| 【Company Research】Ping An (2318 HK) - 3Q earnings beat; improving business quality with catalysts across-the-board worth to expect |
| 【Sector Research】Capital Goods - 3Q25 results first take: SANY Heavy & Zoomlion beat; Weichai in-line; SANYI missed |
| 【Company Research】Mindray (300760 CH) - Overseas strength offsets domestic softness |