| 【行业研究】美国互联网与软件 - 2026展望：应用持续起量，关注投资回报周期 |
| 【Company Research】CGN Mining (1164 HK) - Newly proposed policy in Kazakhstan: little impact on asset rights but risk to valuation |
| 【Sector Research】China Insurance - Easing solvency risk factors to steer insurance funds into long-term stockholdings |
| 【行业研究】资本品 - 2026年主题：矿山机械+数据中心电源+设备更新 |
| 【行业研究】中国医药 - 2026展望：板块行情或将分化，关注个股机会 |
| 【Sector Research】Capital Goods - Wheel loaders/excavators industry sales +32%/14% YoY in Nov |
| 【Sector Research】Semiconductors - Foundry – AI-driven super cycle reshapes market dynamics |
| 【Sector Research】Semiconductors - Semiconductor Equipment – Steady growth outlook amid Chinas dual forces |
| 【Company Research】Zoomlion (1157 HK/000157 CH) - Expect accelerated sales growth in Nov |
| CMBI Fixed Income - Taiwan Lifers: An emerging subset with new premium |
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