| 【Company Research】Minth Group (425 HK) - Solid growth outlook from battery housing, robotics and AIDC |
| 【Company Research】CSPC Pharmaceutical (1093 HK) - Landmark BD deal to drive long-term growth |
| 【公司研究】加科思 (1167 HK) - 引领全球KRAS研发浪潮,开拓新型载荷ADC |
| 【Company Research】Thermo Fisher (TMO US) - 4Q25 results: Capitalizing on the growing pharmaceutical demand |
| 【Sector Research】Technology - Apple FY1Q26 and guidance beat; Positive on strong iPhone cycle and Google AI despite memory headwinds |
| 【Company Research】Zenergy (3677 HK) - Higher earnings visibility amid better client mix, possible battery price hike |
| 【Company Research】Sunny Optical (2382 HK) - FY25E profit alert in-line; auto/smart glasses to offset smartphone weakness in 2026 |
| 【Company Research】Microsoft (MSFT US) - Results beat; long-term structural growth story remains unchanged |
| 【Company Research】ServiceNow (NOW US) - 4Q25 results: solid AI business and margin expansion |
| 【Company Research】Meta (META US) - 4Q25 results beat; AI continues to drive ad business growth |