| 【Company Research】JF SmartInvest (9636 HK) - Seizing opportunities amid a traffic paradigm shift |
| 【Sector Research】Internet - 2026 Outlook- Bridging legacy and future: A pivotal year |
| 【行业研究】必选消费 - 2026展望：资产价格约束下的结构性机会 |
| 【行业研究】房地产 - 2026展望：总量收缩持续，价格磨底深化 |
| 【Sector Research】US Internet & Software - 2026 outlook: AI applications to ramp up; eyes on AI investment return |
| CMBI Fixed Income - Japan Lifers: Yield pick-up plays over peers |
| 【行业研究】半导体 - 2026展望：AI主题持续领航；2026循光前行 |
| 【Company Research】Innolight (300308 CH) - A clear beneficiary of global AI infrastructure capex; remains our top pick in 2026 |
| 【Company Research】J&T Express (1519 HK) - Takeaways from Bangkok investor call |
| 【Company Research】Adobe (ADBE US) - Inline 4QFY25 results; accelerating AI integration to drive business growth |
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