| 【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 |
| 【Company Research】Alphabet (GOOG US) - 1Q26 results beat on strong search and cloud businesses; AI as the key driver |
| 【Company Research】Mindray (300760 CH) - 1Q26 in line; overseas and emerging businesses driving growth |
| 【Company Research】Pharmaron Beijing (300759 CH) - 1Q26 results: a strong start driven by CDMO services |
| 【Company Research】Geely Automobile (175 HK) - Higher earnings visibility after strong 1Q26 |