| 【Company Research】Coinbase (COIN US) - 1Q26 review: resilient business execution despite persistent market headwinds |
| 【Sector Research】Semiconductors - DeepSeek V4 pricing offer extended, signaling China’s LLM inference cost advantage |
| 【Company Research】Datadog (DDOG US) - Strong 1Q26 results with more upside ahead |
| 【Company Research】BeOne Medicines (ONC US) - Near-term readouts to validate novel pipeline assets |
| 【Company Research】PICC P&C (2328 HK) - Underwriting resilience persists despite investment headwinds |
| 【Company Research】China Life (2628 HK) - NBV surge a strong beat, outweighing 1Q net profit dip |
| 【Company Research】Meta (META US) - 1Q26 results: AI accelerates ad revenue growth; raise FY26 capex guidance |
| 【Company Research】Amazon (AMZN US) - AWS growth momentum continues to build |
| 【Company Research】Microsoft (MSFT US) - Expanding from per-user model into user-plus-usage model |
| 【Company Research】Weichai Power (2338 HK/000338 CH) - AIDC power driven re-rating to continue; Earnings forecast and TP raised |
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