| 【Company Research】Meta (META US) - 1Q26 results: AI accelerates ad revenue growth; raise FY26 capex guidance |
| 【Company Research】Amazon (AMZN US) - AWS growth momentum continues to build |
| 【Company Research】Microsoft (MSFT US) - Expanding from per-user model into user-plus-usage model |
| 【Company Research】Weichai Power (2338 HK/000338 CH) - AIDC power driven re-rating to continue; Earnings forecast and TP raised |
| 【Company Research】Alphabet (GOOG US) - 1Q26 results beat on strong search and cloud businesses; AI as the key driver |
| 【Company Research】Mindray (300760 CH) - 1Q26 in line; overseas and emerging businesses driving growth |
| 【Company Research】Pharmaron Beijing (300759 CH) - 1Q26 results: a strong start driven by CDMO services |
| 【Company Research】Geely Automobile (175 HK) - Higher earnings visibility after strong 1Q26 |
| 【Company Research】Zoomlion (1157 HK/000157 CH) - Expect an improvement from 1Q26 |
| 【Company Research】Maxscend (300782 CH) - Transition pains persist; wait and HOLD |
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