| 【行业研究】互联网 – 海外龙头TMT公司业绩启示：盈利增长支撑股价上行，持续关注盈利成长性 |
| 【Sector Research】Capital Goods - Solid sales of cranes in May; early sign of recovery for AWPs |
| 【公司研究】医渡科技 (2158 HK) - AI赋能“医-药-险-患”生态迎来业绩拐点 |
| 【Company Research】Adobe (ADBE US) - 2QFY26 results: accelerate AI business transition |
| 【Sector Research】Semiconductors - Optical interconnect: The new value layer in AI infrastructure |
| 【Company Initiation】Coherent (COHR US) - Optical buffet for AIDC; initiate at BUY |
| 【Company Initiation】Lumentum (LITE US) - Scaling AI through light; initiate at BUY |
| 【Sector Research】Semiconductors - A quick read on recently reported CPO and 800VDC deployment delay |
| 【Company Initiation】Knowledge Atlas (2513 HK) - Sailing toward the vast frontier of AGI |
| 【Company Initiation】Minimax Group (100 HK) - Evolving into a one-stop AI platform |
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