| 【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 |
| 【Company Research】New Oriental (EDU US) - 3QFY26 results: Solid top-line growth and margin expansion |
| 【Company Initiation】Iluvatar CoreX (9903 HK) - A system-level challenger in China’s evolving AI compute stack space; Initiate at BUY |
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