| Veeva System (VEEV US) - 3Q26 Results Track Solidly Upward, Highlighting Resilience and High-Quality Growth | Chen Hongdao, George,Chen Zhuhong, Jonah,Tan Zhen | 2025-11-21 |
| Veeva System (VEEV US) - 3QFY26业绩稳健上行，呈现强韧性与高质量增长 | 陈泓道,陈铸鸿,谭震 | 2025-11-21 |
| 互联网行业 - 人工智能成本、变现与利润率：2026年科技巨头战略要点 | 王腾杰,李怡珊 | 2025-11-21 |
| Internet Sector - AI Cost, Monetization, Margins: 2026 Playbook for Tech Leaders | Wong Tang Kit, Tommy,Li Yishan, Crystal | 2025-11-21 |
| 网易 (NTES US) - 游戏增长动能稳健再获确认 | 李怡珊,王腾杰 | 2025-11-21 |
| NetEase (NTES US) - Steady gaming growth momentum reaffirmed | Li Yishan, Crystal,Wong Tang Kit, Tommy | 2025-11-21 |
| China Industry Prosperity Watch - October social retail sales growth narrowed year-on-year, while most new energy industry chain prices rose | CMS (HK) Research | 2025-11-21 |
| 宏观报告 - 美国非农数据矛盾加剧，预期分歧加深：我们维持12月“预防式降息”判断 | 宁铂,郭书音 | 2025-11-21 |
| Macro report - U.S. NFP Mired in Contradictions, Deepening Divergence in Expectations; We Remain the View of a Potential Dec “Insurance Cut” | Ning Bo,Guo Shuyin | 2025-11-21 |
| China Macro Economy - Under the Microscope: China’s new school breaks to boost travel and service consumption | CMS (HK) Research | 2025-11-20 |
| Fiscal Data Review (October 2025) - Adjustment in year-end fiscal expenditure and targets | CMS (HK) Research | 2025-11-20 |
| 拼多多 (PDD US) - 25年三季度业绩超预期，复苏及长期积极趋势不变 | 李怡珊,王腾杰 | 2025-11-19 |
| Pinduoduo (PDD US) - 3Q25 beat, recovery and long-term positive trend reaffirmed | Li Yishan, Crystal,Wong Tang Kit, Tommy | 2025-11-19 |
| 看准科技 (BZ US) - 招聘需求改善趋势持续 | 李怡珊,王腾杰 | 2025-11-19 |
| Kanzhun (BZ US) - Recruitment demand improvement trend continues | Li Yishan, Crystal,Wong Tang Kit, Tommy | 2025-11-19 |
| China Property Sector - Weekly high-frequency data tracker: First-tier cities saw widening yoy declines in second-hand home prices | CMS (HK) Research | 2025-11-19 |
| Geely Auto (175 HK) - Profits per vehicle rebound as expected, strong product cycle and overseas expansion outlook for 2026 | Liang Yonghuo,Harrison, Yin Haocheng | 2025-11-18 |
| 吉利汽车 (175 HK) - 单车利润如期回升，明年产品周期及海外拓展保持强势 | 梁勇活,殷浩程 | 2025-11-18 |
| Xpeng (9868 HK) - 3Q25 loss narrowed, humanoid robot and Robotaxi rollout to accelerate | Liang Yonghuo,Harrison, Yin Haocheng | 2025-11-18 |
| 小鹏汽车 (9868 HK) - 三季度亏损收窄，人形机器人及Robotaxi加速落地 | 梁勇活,殷浩程 | 2025-11-18 |