| 【公司研究】海西新药 (2637 HK) - 口服眼底病药物展现积极的I/II期临床数据 |
| 【Sector Research】Healthcare - WCLC 2026: China innovative drugs step into the spotlight |
| 【Company Research】Weichai Power (2338 HK/000338 CH) - Generac & Amazon deal positive to Weichai |
| 【Sector Research】Capital Goods - Key takeaways from investor calls after sector pullback |
| 【Company Research】Trip.com (TCOM US) - 2Q26 results in line; business remediation ongoing |
| 【Sector Research】Capital Goods - Weak crane sales in Aug due to sluggish China demand |
| 【Company Research】Adobe (ADBE US) - Inline 3QFY26 results; focus on user acquisition to drive long-term growth |
| 【首次覆盖】瀚天天成 (2726 HK) - 境内外双轮驱动,8英寸放量抬升盈利斜率;首予买入,目标价161.18港元 |
| 【Sector Research】Consumer Discretionary - Bi-weekly flow monitor: shorts rotating to franchise chains; structural southbound inflows |
| 【Company Research】Palo Alto Networks (PANW US) - Net new ARR inflects; platformization compounds |