| Zhipu (2513 HK, BUY) - Inference efficiency breakthrough further enhances commercialization prospects | Li Yishan, Crystal,Wong Tang Kit, Tommy,Zhang Henan | 2026-05-22 |
| NetEase (NTES US, BUY) - Steady margin expansion trend, looking forward to new games in summer | Li Yishan, Crystal,Wong Tang Kit, Tommy,Zhang Henan | 2026-05-22 |
| Spotify Technology S.A. (SPOT US, BUY) - Investor Day reaffirms long-term growth ambition | Wong Tang Kit, Tommy,Li Yishan, Crystal,Zhang Henan | 2026-05-22 |
| 招商证券（国际）早会纪要 20260522 | 招商香港研究部 | 2026-05-22 |
| Kanzhun (BZ US, BUY) - Ongoing AI optimization driving topline growth acceleration outlook | Li Yishan, Crystal,Wong Tang Kit, Tommy,Zhang Henan | 2026-05-21 |
| 泡泡玛特 (9992 HK) - 拆盒见顶，增长瓶颈显现；重申减持 | 黄铭谦,张力丹 | 2026-05-21 |
| 招商证券（国际）早会纪要 20260521 | 招商香港研究部 | 2026-05-21 |
| Pop Mart (9992 HK) - Unboxing the growth cliff; reiterate SELL | Wong Ming Him, Joseph,Elaine, Zhang Lidan | 2026-05-20 |
| Alibaba (BABA US, BUY) - Alibaba Cloud Summit: Full-Stack Value Unleashed in the Agentic Era | Li Yishan, Crystal,Wong Tang Kit, Tommy,Zhang Henan | 2026-05-20 |
| Alphabet (GOOGL US) - I/O大会：Agentic AI 持续巩固消费端入口护城河 | 王腾杰,李怡珊,张贺楠 | 2026-05-20 |
| Alphabet (GOOGL US) - I/O Agentic AI Further Consumer Gateway Moat | Li Yishan, Crystal,Wong Tang Kit, Tommy,Zhang Henan | 2026-05-20 |
| Bilibili (BILI US, BUY) - AI enhances content ecosystem and commercial value | Li Yishan, Crystal,Wong Tang Kit, Tommy,Zhang Henan | 2026-05-20 |
| HESAI (2525 HK/HSAI US, BUY) - 1Q26 results in line; focus on breakthroughs in spatial intelligence AI hardware | Liang Yonghuo | 2026-05-20 |
| 招商证券（国际）早会纪要 20260520 | 招商香港研究部 | 2026-05-20 |
| Yalla (YALA US, NR) - Investing for a better future | Li Yishan, Crystal,Wong Tang Kit, Tommy,Zhang Henan | 2026-05-19 |
| Global Pharmaceutical & Healthcare - Radiopharma update: Novartis widens Pluvicto’s moat, α-emitters kick off the next growth cycle | Chen Zhuhong, Jonah,Tan Zhen,Chen Hongdao, George | 2026-05-19 |
| 全球医药、医疗行业 - 核药更新：诺华Pluvicto壁垒强化，α核素打开下一轮周期 | 陈铸鸿,谭震,陈泓道 | 2026-05-19 |
| 招商证券（国际）早会纪要 20260519 | 招商香港研究部 | 2026-05-19 |
| Auto & Robotics - Figure’s Live Sorting Challenge Boosts Market Attention on Humanoids | Liang Yonghuo | 2026-05-18 |
| 美股市场周报(2026/5/18) - 当通胀再次成为“选择题”：美联储政策预期反应异动下，美股韧性的边界在哪里？ | 宁铂,任闻放 | 2026-05-18 |