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Equity Research Report
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
US Strategy Weekly (18 May 2026) - When Inflation Becomes a ‘Policy Dilemma’ Again: Where Lies the Limit of U.S. Stock Resilience Amid Shifting Fed Policy Expectations? Ning Bo,Taylor, Ren Wen Fang 2026-05-18
HK Strategy Weekly (18 May 2026) - Macro Headwinds Persist; AI Theme Continues to Support Structural Opportunities Ning Bo,Taylor, Ren Wen Fang 2026-05-18
港股市场周报 (2026/5/18) - 宏观压力仍在,AI主线支撑结构行情 宁铂,任闻放 2026-05-18
招商证券(国际)早会纪要 20260518 招商香港研究部 2026-05-18
Atour Lifestyle (ATAT US, BUY) - 1Q26 results in line; FY26 guidance revised upward Wong Ming Him, Joseph,Elaine, Zhang Lidan 2026-05-15
招商证券(国际)早会纪要 20260515 招商香港研究部 2026-05-15
阿里巴巴 (BABA US) - 全栈领先地位巩固AI商业化向好趋势 李怡珊,王腾杰,张贺楠 2026-05-14
Alibaba (BABA US) - Full-stack leadership consolidates positive AI commercialization trend Li Yishan, Crystal,Wong Tang Kit, Tommy,Zhang Henan 2026-05-14
Tencent (700 HK) - AI transformation trajectory intact Li Yishan, Crystal,Wong Tang Kit, Tommy,Zhang Henan 2026-05-14
腾讯 (700 HK) - AI赋能转型趋势延续 李怡珊,王腾杰,张贺楠 2026-05-14
招商证券(国际)早会纪要 20260514 招商香港研究部 2026-05-14
Tencent Music Entertainment Group (TME US, BUY) - 1Q26 inline; Ximalaya deal completed Li Yishan, Crystal,Wong Tang Kit, Tommy,Zhang Henan 2026-05-13
JD.com (JD US, BUY) - 1Q26 beat; Profit recovery path remains solid Li Yishan, Crystal,Wong Tang Kit, Tommy,Zhang Henan 2026-05-13
Pop Mart (9992 HK, SELL) - 1Q26 results in line, full-year margin under pressure Wong Ming Him, Joseph,Elaine, Zhang Lidan 2026-05-13
招商证券(国际)早会纪要 20260513 招商香港研究部 2026-05-13
Haidilao International (6862 HK) - Turnaround remains distant despite solid holiday data Wong Ming Him, Joseph,Elaine, Zhang Lidan 2026-05-12
海底捞 (6862 HK) - 假期数据亮眼,但复苏拐点仍未显现 黄铭谦,张力丹 2026-05-12
Global Pharmaceutical & Healthcare - Metabolic diseases R&D #5: Entering the era of precision therapies for genetic cardiomyopathies Chen Zhuhong, Jonah,Tan Zhen,Chen Hongdao, George 2026-05-12
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