| 【Company Research】Alibaba (BABA US) - Strong cloud growth prospects with clear ROIC visibility |
| 【Company Research】NetEase (NTES US) - 2Q26 earnings beat; legacy game titles maintain solid performance |
| 【行业研究】26年2季度美股13F追踪 - 盈利增长与估值匹配视角下科技板块或仍具较高配置价值 |
| 【Company Research】AIA Group Ltd. (1299 HK) - 1H26 first take: VONB largely in line; OPAT lift a slight beat, with no additional 2H26 buyback |
| 【Company Research】Xunfei Healthcare (2506 HK) - Robust 1H26 performance driven by AI Health Partner |
| 【Company Research】Guoquan Food (2517 HK) - Expect slower store expansion with broader revenue support |
| 【Company Research】Kuaishou (1024 HK) - 2Q26 review: Challenging environment; AI monetization on track |
| 【Company Research】Giant Biogene (2367 HK) - 1H26 in line; eyes on injectables ramp |
| 【Company Research】Kelun-Biotech (6990 HK) - Sac-TMT global catalysts building |
| 【行业研究】医药 - 海外CXO/生命科学上游2Q26业绩剖析：早研需求已达实质性向上拐点，普遍上调2026年业绩指引 |
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