| 【Company Research】Salesforce (CRM US) - Conservative guidance weighs on sentiment; strong Data Cloud & AI momentum |
| 【Company Research】JNBY Design (3306 HK) - Sales trend is muted but yield is still attractive |
| 【行业研究】半导体 - 英伟达：四季度业绩及指引保持稳健；投资者仍关注公司在26财年后的增长驱动力 |
| 【Company Research】Xiaomi (1810 HK) - Key takeaways from Xiaomi 15 Ultra & SU7 Ultra Launch Event |
| 【Company Research】Rimag Group (2522 HK) - Medical imaging data standardization empowers AI applications |
| 【Sector Research】Semiconductors - Nvidia: Solid 4Q results and 1QFY26E guidance; investors look for evidence of growth beyond FY26 |
| 【行业研究】AI主题研究 - 模型调用成本下降，应用生态有望逐步繁荣 |
| 【Company Research】CSPC Pharmaceutical (1093 HK) - Earnings decline amid pricing pressure |
| 【Company Research】Trip.com (TCOM US) - Entry point could appear post market correction |
| 【Company Research】EHang Holdings (EH US) - First mover in eVTOL set to ride on the momentum of low-altitude economy |
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