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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
BYD (1211 HK) - 3Q25 missed, awaiting growth from int’l market	Liang Yonghuo,Harrison, Yin Haocheng	2025-10-31
Estée Lauder (EL US) - Recovery in motion; U/G to BUY	Wong Ming Him, Joseph	2025-10-31
雅诗兰黛 (EL US) - 复苏进行时；上调评级至增持	黄铭谦	2025-10-31
Roblox (RBLX US) - 三季度业绩强劲，加大AI与平台护城河投资	王腾杰,李怡珊	2025-10-31
好未来 (TAL US) - 稳健业绩进一步增强市场信心	李怡珊,王腾杰	2025-10-31
TAL (TAL US) - Steadily delivered results reinforced confidence	Li Yishan, Crystal,Wong Tang Kit, Tommy	2025-10-31
Roblox (RBLX US) - Strong 3Q, higher investments for AI and platform moat	Wong Tang Kit, Tommy,Li Yishan, Crystal	2025-10-31
US Internet Sector - 3Q25: Big Tech showing robust advertising and cloud growth	Wong Tang Kit, Tommy,Li Yishan, Crystal	2025-10-30
美国互联网行业 - 25年三季度业绩：科技巨头广告与云业务增长强劲	王腾杰,李怡珊	2025-10-30
Kingsoft Office (688111 SH) - Strong 3Q results driven by dual engines of IT application innovation and AI	CMS (HK) Research	2025-10-30
New Oriental Education (EDU US) - Better outlook with attractive shareholder return	Li Yishan, Crystal,Wong Tang Kit, Tommy	2025-10-30
百威亚太 (1876 HK) - 三季度表现疲软，前景不明朗	黄铭谦	2025-10-30
新东方教育科技集团（EDU US）- 前景向好，股东回报具吸引力	李怡珊,王腾杰	2025-10-30
Budweiser APAC (1876 HK) - Soft 3Q; uncertain outlook	Wong Ming Him, Joseph	2025-10-30
Macro report - Oct FOMC Meeting Takeaways: 25bps Cut Inline; QT to End in Dec, but Split Views on a Dec Rate Cut	Ning Bo,Guo Shuyin	2025-10-30
宏观报告 - 10月FOMC会议解读：美联储继续如期降息25bps，12月结束缩表，但12月降息存在分歧	宁铂,郭书音	2025-10-30
China Macro Economy - Under the Microscope: Signs of stabilization emerging	CMS (HK) Research	2025-10-28

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