| Strategy report - Southbound Long term Investment Behavior and Trend Potential: Can It Sustain a Hong Kong Bull Market? | Ning Bo,Guo Shuyin | 2025-11-05 |
| 策略报告 - 南向资金长期投资行为与趋势潜力分析:能否支撑起港股牛市? | 宁铂,郭书音 | 2025-11-05 |
| Uber (UBER US) - Strong 3Q, more incremental investment in growth areas | Wong Tang Kit, Tommy,Li Yishan, Crystal | 2025-11-05 |
| Spotify科技集团 (SPOT US) - 强劲三季度业绩和定价优化预示2026年前景向好 | 王腾杰,李怡珊 | 2025-11-05 |
| Spotify Technology S.A. (SPOT US) - Robust 3Q and better pricing point to a favorable 2026 | Wong Tang Kit, Tommy,Li Yishan, Crystal | 2025-11-05 |
| Uber (UBER US) - 三季度业绩表现强劲,更多增长领域增量投资 | 王腾杰,李怡珊 | 2025-11-05 |
| 百胜中国(YUMC US/9987 HK) - 季度业绩持续稳健,门店扩张提速 | 黄铭谦 | 2025-11-05 |
| Yum China (YUMC US/9987 HK) - Another solid quarter, net opens speeded up | Wong Ming Him, Joseph | 2025-11-05 |
| Auto and Auto Parts – NEV review: Industry Beta likely to stay weak in 4Q25 amid policy normalization, watch companies with hit products | Liang Yonghuo,Harrison, Yin Haocheng | 2025-11-04 |
| 亚马逊 (AMZN US) - OpenAI与New Glenn火箭 | 王腾杰,李怡珊 | 2025-11-04 |
| Amazon (AMZN US) - Open AI and New Glenn rocket | Wong Tang Kit, Tommy,Li Yishan, Crystal | 2025-11-04 |
| 汽车汽配 - 新能源点评:四季度行业贝塔偏弱,关注产品线突破公司 | 梁勇活,殷浩程 | 2025-11-04 |
| China Macro Economy - Under the Microscope: Policy to curb excessive competition showing initial success | CMS (HK) Research | 2025-11-04 |
| US Strategy Weekly (3 November 2025) - Elevated AI Valuations Call for Fundamentals Validation; Maintain OVERWEIGHT on U.S. Equities | Ning Bo,Guo Shuyin | 2025-11-03 |
| 美股市场周度更新 (2025/11/3) - 美股AI估值过高需基本面支撑;战略性看多 | 宁铂,郭书音 | 2025-11-03 |
| 港股市场周度更新 (2025/11/3) - 中美缓和,美联储宽松,监管鼓励长线基本面投资,保持对港股市场的乐观 | 宁铂,郭书音 | 2025-11-03 |
| HK Strategy Weekly (3 November 2025) - U.S.–China Easing, Fed Policy Loosing, and Regulatory Support for Long-Term Fundamental Investing: Remain Positive on the Hong Kong Market | Ning Bo,Guo Shuyin | 2025-11-03 |
| Amazon (AMZN US) - AWS growth pick up, trade tension eased | Wong Tang Kit, Tommy,Li Yishan, Crystal | 2025-10-31 |
| 亚马逊 (AMZN US) - AWS增长回升,贸易紧张局势缓解 | 王腾杰,李怡珊 | 2025-10-31 |
| 比亚迪股份 (1211 HK) - 三季度业绩不及预期,静待增长动力切换至海外市场 | 梁勇活,殷浩程 | 2025-10-31 |