| 【Sector Research】Semiconductors - Nvidia 1QFY27 earnings: AI factory economics extends growth runway |
| 【Company Research】SANY International (631 HK) - Weak 1Q26 results but should be expected by the market; Focus on mining truck growth |
| 【Company Research】Baozun (BZUN US) - 1Q26 results beat; solid revenue growth momentum to sustain |
| 【Company Research】Kanzhun Limited (BZ US) - Inline 1Q26 results; revenue growth to accelerate on resilient recruitment demand |
| 【Company Research】Futu Holdings (FUTU US) - 1Q26 preview: softer earnings affected by interest income; net asset inflows close to record high |
| 【Company Research】Ke Holdings (BEKE US) - Embracing the profit release cycle |
| 【Company Research】Hesai Group (HSAI US) - 1Q results beat; expecting SGI revenue to ramp up at a rapid pace |
| 【Company Research】Bilibili (BILI US) - 1Q26 review: solid user traffic growth and monetization improvement |
| 【Company Research】iQIYI (IQ US) - Inline 1Q26 results; solid progress on new growth engines |
| 【行业研究】中国医药 - AI有望改变创新药研发范式 |
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