| 【Company Research】Microsoft (MSFT US) - Tangible ROI increasingly evident |
| 【Company Research】Meta (META US) - 2Q26 results: Continue to step up AI investment to drive long-term growth |
| 【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 |
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