| 【Company Research】Great Wall Motor (2333 HK/601633 CH) - New-model sales as key after 1Q26 solid GPM |
| 【Company Research】Thermo Fisher (TMO US) - 1Q26 results: Maintaining organic growth target |
| 【Company Research】China Hongqiao (1378 HK) - Major subsidiary’s 1Q26 profit +38% YoY; in line with expectations |
| 【Company Research】SANY International (631 HK) - Key takeaways from Hong Kong NDR |
| 【Company Research】InnoCare Pharma (9969 HK) - Autoimmune and oncology pipelines set stage for long-term dual-engine growth |
| 【Sector Research】Semiconductors - Takeaway from Biren Tech visit |
| 【Company Research】ServiceNow (NOW US) - 1Q26 results: AI business momentum intact despite ST geopolitical and margin headwinds |
| 【Sector Research】Semiconductors - Google Cloud Next: TPU v8 and rising of AI Hypercomputer |
| 【公司研究】固生堂 (2273 HK) - 1Q26业务加速增长,持续加码股东回报 |
| 【Company Research】iQIYI (IQ US) - 1Q26E preview: Earnings face ST pressure; intact core business outlook |