| 【公司研究】腾讯控股 (700 HK) - 腾讯2025全球数字生态大会：打造智能化与全球化增长引擎 |
| 【Sector Research】Technology - iPhone 17 pre-order takeaways: longer delivery lead times suggest stronger demand YoY |
| 【Company Research】Adobe (ADBE US) - 3QFY25 results review: better-than-expected AI monetization |
| 【Company Research】Zenergy (3677 HK) - Minimal legacy burden, operational efficiency, improving client mix to drive sales, profit |
| 【Sector Research】Technology - Apple launch event: iPhone 17 Air/AirPods Pro 3 as major highlights; limited price hike the key positive |
| 【Company Research】JNBY Design (3306 HK) - Sales trend improved but guidance is prudent |
| 【Company Research】Akeso (9926 HK) - OS data improved with longer follow-up |
| 【Sector Research】Semiconductors - Broadcom: Another beat-and-raise quarter on AI strength; AI rev growth to accelerate in FY26 |
| CMBI Fixed Income - LNGFOR: Passed through the repayment hump |
| 【Company Research】Black Sesame (2533 HK) - Robust 1H25 growth amid margin pressure; Maintain +ve long-term outlook |
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