| 【Company Research】Adobe (ADBE US) - 1QFY26 results: Solid AI momentum, but ARR deceleration weighs on sentiment |
| 【行业研究】软件 & IT服务 - 美国软件NDR要点总结:关注客户端增量价值创造 |
| 【Company Research】Li Auto Inc. (LI US/2015 HK) - Await redesigned L9 amid lingering challenges |
| 【行业研究】中国医药 - 全球减重药物市场:千亿蓝海与创新迭代 |
| 【Company Research】Jacobio (1167 HK) - Early pan-KRAS clinical data unveils potential first-in-class blockbuster |
| 【Company Research】NIO Inc. (NIO US/9866 HK) - Challenges remain despite 4Q25 beat on opex |
| 【Company Research】Futu Holdings (FUTU US) - 4Q25 Preview: Resilient key metrics with modest sequential growth amid market turbulence |
| 【Sector Research】Capital Goods - Strong export of earth-moving machinery in Feb |
| 【Company Research】ZTE (763 HK) - Accelerating compute power but decelerating margins |
| 【Company Research】Yancoal Australia (3668 HK) - Coal price likely to gain alongside the surging gas price; Buying opportunity on Yancoal |