| 【Company Research】Lumentum (LITE US) - Q4 earnings beat; optical momentum continues across multiple architectures |
| 【Company Initiation】Laifual Drive (3952 HK) - A cost-driven disruptor in harmonic reducer market to ride humanoid robotics wave |
| 【Company Research】TME (TME US) - 2Q26 results: Navigating competition headwinds |
| 【Sector Research】Internet - Implications from earnings beats by North American cloud majors |
| 【Sector Research】Asia Insurance - Offshore insurance tax sell-off likely overdone |
| 【Company Research】Datadog (DDOG US) - Results beat; still a key beneficiary in AI era |
| 【Company Research】BeOne Medicines (ONC US) - Hematology dominance meets solid tumor inflection |
| 【Company Research】Pfizer Inc. (PFE US) - Pipeline execution being the key re-rating driver |
| 【行业研究】互联网 - 北美云大厂业绩超预期有哪些投资启示？ |
| 【Company Research】CGN Mining (1164 HK) - Buying opportunity supported by near-term catalysts |
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