| 【Sector Research】Consumer Discretionary - Constructive trend in S-R but cautious in L-R |
| 【行业研究】资本品 - 全球机械制造商对关税影响的评估 |
| 【Company Research】BeiGene (ONC US) - First-ever quarterly GAAP profit marks major milestone |
| 【行业研究】中国保险 - 股票投资风险因子拟再优化，险资长钱加速入市可期 |
| 【Sector Research】Capital Goods - Major global players’ forecast about tariff impact |
| 【Company Research】Datadog (DDOG US) - 1Q results beat; sustained investment to drive business growth |
| 【Company Research】Ke Holdings (BEKE US) - Holiday sales suggest stable home-buying sentiment; 2Q to face high-base pressure |
| 【Company Research】Haier Smart Home (6690 HK) - Robust growth momentum but we are prudent |
| 【Sector Research】Technology - Apple FY2Q25 read-through: iPhone/China weakness and US$900mn tariff cost; Mixed outlook into 2H25E |
| 【Company Research】Amazon (AMZN US) - 1Q earnings beat; pace of earnings growth to enter a healthy stage |
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