| 【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 |
| 【Company Research】Geely Automobile (175 HK) - A disciplined route to intelligent transformation and global expansion |
| 【Company Initiation】Haixi Pharma (2637 HK) - Redefining ocular fundus disease treatment |
| 【行业研究】汽车 - 机器人产业链调研：特斯拉量产在即，行业发展路径或类似新能源汽车，产业早期优选零部件龙头 |
公司地址：香港中環花園道三號冠君大廈45-46樓
電話：（852） 3900-0888 傳真：（852） 3761-8788
招銀國際版權所有 Copyright © 2019-2026 CMB International Capital Corporation Limited. All rights reserved.
