| 【Company Research】Horizon Robotics (9660 HK) - 1H26 earnings preview: largely on track; HSD sales to accelerate in 2H26 |
| 【Sector Research】Capital Goods - Strong growth of crane exports in Jun; AWP continues to see surprise |
| 【Company Research】JD.com (JD US) - Expecting better-than-feared 2Q26 results |
| 【Company Research】Weichai Power (2338 HK/000338 CH) - Positive on SOFC after our London visit to Ceres Power |
| 【Company Research】Ceres Power (CWR LN) - Key takeaways from London visit |
| 【公司研究】哔哩哔哩 (BILI US) - 2026年投资者日:优质社区与内容生态为基础,平台商业化健康发展 |
| 【Company Research】Tencent (700 HK) - Solid core business growth; investing to accelerate AI development |
| 【公司研究】地平线机器人 (9660 HK) - 车企自研无需过虑,软硬一体价值重估 |
| 【公司研究】中国生物制药 (1177 HK) - PDE3/4抑制剂成功出海,彰显呼吸领域研发实力 |
| 【行业研究】互联网 - 2Q26 大模型发展复盘及展望:关注算力利用效率提升及差异化定价能力 |