| 【Company Research】Tsugami China (1651 HK) - Key takeaways from post-results meeting |
| 【行业研究】26年1季度美股13F追踪 - 科技板块资金轮动，偏好盈利验证标的 |
| 【Company Initiation】SMIC (981 HK) - Scaling through cycles, strengthening through constraints; initiate at BUY |
| 【Company Research】Trip.com (TCOM US) - Macro headwinds dampen ST demand |
| 【Sector Research】Capital Goods - Who are trading the sector? Implications from CCASS data (9-23 Jun) |
| 【Sector Research】Materials - Concerns largely priced in; Attractive valuation |
| 【行业研究】中国医药 - 医药行业再现底部机会 |
| 【行业研究】互联网 – 海外龙头TMT公司业绩启示：盈利增长支撑股价上行，持续关注盈利成长性 |
| 【Sector Research】Capital Goods - Solid sales of cranes in May; early sign of recovery for AWPs |
| 【公司研究】医渡科技 (2158 HK) - AI赋能“医-药-险-患”生态迎来业绩拐点 |
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