| 【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 |
| 【Company Research】Zenergy (3677 HK) - NDR takeaways and 1H26 earnings preview |
| 【Company Research】Tuhu Car (9690 HK) - 1H26E preview: Accelerated store expansion |
| 【Company Research】Iluvatar CoreX (9903 HK) - Strong order momentum and new product to extend growth runway; raise TP to HK$878 |
| 【Company Research】Yancoal Australia (3668 HK) - Strong sales volume in 2Q26 alongside increased ASP |
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