| 【Company Research】OmniVision (603501 CH) - 3Q26 earnings: Margin inflection takes shape |
| 【行业研究】软件 & IT服务 - Anthropic:需求持续兑现,规模效应推动盈利增长 |
| 【Company Research】3SBio (1530 HK) - ESMO 2026 takeaways: 707 updates support competitive positioning in 1L NSCLC |
| 【Company Research】Ping An (2318 HK/601318 CH) - 3Q key metrics in-line; mgmt. restates double-digit NBV growth target over long run |
| 【Company Research】New Oriental (EDU US) - 1QFY27 results: Solid top-line growth; stagnant margin trend weighs on ST sentiment |
| 【Sector Research】Consumer - Bi-weekly flow monitor: Short covering broadens; Southbound buying narrows |
| 【Company Research】Pharmaron Beijing (300759 CH) - Resilient demand driving accelerated growth in 3Q26 |
| 【Company Research】InnoCare Pharma (9969 HK) - Mesutoclax and autoimmune assets driving future growth |
| 【Company Research】DualityBio (9606 HK) - Elfe-D combination data reinforce the ADC + IO 2.0 thesis |
| 【Company Research】WuXi AppTec (603259 CH) - Accelerated backlog growth with further guidance raise in 3Q26 |