| 三生制药 (1530 HK) - 中国医药行业里程碑事件，SSGJ-707资产驱动公司重估 | 陈铸鸿,陈泓道 | 2025-05-21 |
| 3S Bio (1530 HK) - SSGJ-707 partnering with Pfizer, milestone event for China biopharma industry. Eyes on ASCO in late May | Chen Zhuhong, Jonah,Chen Hongdao, George | 2025-05-20 |
| Shiseido (4911 JP) - A complicated turnaround with Drunk Elephant | Wong Ming Him, Joseph | 2025-05-20 |
| 资生堂 (4911 JP) - 醉象表现欠佳，复苏前景添变数 | 黄铭谦 | 2025-05-20 |
| Strategy Weekly (19 May 2025) - Fed Expect More Frequent and Persistent Supply Shocks | Guo Shuyin | 2025-05-19 |
| 海外市场周度更新 (2025/5/19) - 美联储：未来将面临更频繁且持久的供应冲击 | 郭书音 | 2025-05-19 |
| NetEase (NTES US) - 游戏业务表现强劲，业绩稳健超预期 | 李怡珊,王腾杰 | 2025-05-19 |
| 阿里巴巴 (BABA US) - 短期波动未改稳健改善趋势 | 李怡珊,王腾杰 | 2025-05-19 |
| 高途集团 (GOTU US) - 稳步迈向减亏前景 | 李怡珊,王腾杰 | 2025-05-19 |
| NetEase (NTES US) - Solid beat on strong gaming performance | Li Yishan, Crystal,Wong Tang Kit, Tommy | 2025-05-16 |
| Gaotu Group (GOTU US) - Steadily heading for loss reduction outlook | Li Yishan, Crystal,Wong Tang Kit, Tommy | 2025-05-16 |
| Geely Auto (175 HK) - Internal integration driving down costs, mgmt. reshuffle signals shift from expansion to profitability | Liang Yonghuo,Harrison, Yin Haocheng | 2025-05-16 |
| 吉利汽车 (175 HK) - 内部整合降本见效，管理层调整体现战略从做大到做强 | 梁勇活,殷浩程 | 2025-05-16 |
| 腾讯 (700 HK) - 人工智能稳步发展有望进一步推动盈利增长 | 李怡珊,王腾杰 | 2025-05-16 |
| Alibaba (BABA US) - Solid improving trend unchanged despite short term fluctuation | Li Yishan, Crystal,Wong Tang Kit, Tommy | 2025-05-16 |
| 京东 (JD US) - 核心业务稳健; 外卖业务形成协同效应但也增加盈利不确定性 | 李怡珊,王腾杰 | 2025-05-15 |
| Tencent (700 HK) - Steady AI development to further boost earnings growth | Li Yishan, Crystal,Wong Tang Kit, Tommy | 2025-05-15 |
| 腾讯音乐 (TME US) - ARPPU增长有望推动利润率扩大 | 李怡珊,王腾杰 | 2025-05-15 |
| Tencent Music Entertainment Group (TME US) - ARPPU increase on track to drive margin expansion | Li Yishan, Crystal,Wong Tang Kit, Tommy | 2025-05-14 |
| JD.com (JD US) - Core biz solid; FD input brings synergy but also earnings uncertainty | Li Yishan, Crystal,Wong Tang Kit, Tommy | 2025-05-14 |