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| 招商证券（国际）早会纪要 20260707 | 招商香港研究部 | 2026-07-07 |
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| 美团 (3690 HK, 增持) - 正式开源首个基于国产算力全流程的LongCat-2.0大模型 | 李怡珊,王腾杰,张贺楠 | 2026-07-06 |
| US Strategy Weekly (6 July 2026) - Cooling Payrolls Ease Rate-Hike Pressure; Meta’s Compute Monetization Tests AI Trade | Taylor, Ren Wen Fang | 2026-07-06 |
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| 汽车及机器人 - 人形机器人催化密集，行业迎低位买入机会 | 梁勇活 | 2026-07-06 |
| HK Strategy Weekly (6 July 2026) - PMI Recovery Eases Growth Concerns, as Lower Rate-Hike Pressure Supports HK Stock Rebound | Taylor, Ren Wen Fang | 2026-07-06 |
| 港股市场周报 (2026/7/6) - PMI修复缓和基本面担忧，加息压力回落助港股反弹 | 任闻放 | 2026-07-06 |
| 招商证券（国际）早会纪要 20260706 | 招商香港研究部 | 2026-07-06 |
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| Strategy report - Market Outlook and Stock Picks for 3Q26 | Wong Tang Kit, Tommy,Liang Yonghuo,Chen Zhuhong, Jonah,Wong Ming Him, Joseph,Li Yishan, Crystal,Tan Zhen,Chen Hongdao, George,Zhang Henan,Elaine, Zhang Lidan,Taylor, Ren Wen Fang | 2026-07-03 |
| 快手科技 (1024 HK, 增持) - 可灵独立估值兑现，打开快手重估空间 | 李怡珊,王腾杰,张贺楠 | 2026-07-03 |
| Auto and Auto Parts - Auto Sales Review: June data confirm recovery; overseas growth and premium blockbusters remain the key themes | Liang Yonghuo | 2026-07-03 |