| 【Company Research】New Oriental (EDU US) - 4QFY26 results beat; expect solid momentum to sustain in FY27E |
| 【Company Research】Jiangsu Hengli (601100 CH) - 2Q26 preview: Revenue on track but profit hurt by FX; No impact from US foreign robots ban |
| 【Sector Research】Capital Goods - Machinery: 2Q26 earnings preview |
| 【Company Research】SANY International (631 HK) - Expect 2Q26 net profit to -10% YoY |
| 【Company Research】Thermo Fisher (TMO US) - Strong 2Q26 results leading to raised guidance |
| 【Company Research】ServiceNow (NOW US) - 2Q26 results beat; AI business momentum continues to build |
| 【Company Research】Alphabet (GOOG US) - 2Q26 results: Strong AI demand continues to drive cloud acceleration and solid core search |
| 【行业研究】中国医药 - 创新药行业基本面强劲,估值修复将持续 |
| 【Company Research】Ping An (2318 HK/601318 CH) - 1H26 preview: 2Q OPAT strength persists while NBV takes a breather |
| 【行业研究】互联网 - 2026 WAIC:从数字世界走向物理世界 |