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| 康师傅控股 (322 HK, 中性) - 上半年业绩符合预期 | 黄铭谦,张力丹 | 2026-08-11 |
| Meta Platform (META US, 增持) - AI模型持续升级，倡导多元开源生态 | 王腾杰,李怡珊,张贺楠 | 2026-08-11 |
| Inflation Data Review (July 2026) - CPI & PPI Divergence Suggests Supply/Demand Mismatch | CMS (HK) Research | 2026-08-11 |
| 艾拉伦制药 (ALNY US) - TTR基因沉默与稳定剂之争：市场担忧过度 | 陈铸鸿,谭震,陈泓道 | 2026-08-11 |
| Alnylam (ALNY US) - Over-worried in TTR silencer/stabilizer debate | Chen Zhuhong, Jonah,Tan Zhen,Chen Hongdao, George | 2026-08-11 |
| US Strategy Weekly (11 August 2026) - Cooling Labor Market Lowers Rate-Hike Expectations; 2Q Earnings Show Resilience | Taylor, Ren Wen Fang | 2026-08-11 |
| 美股市场周报(2026/8/11) - 就业降温压低加息预期，二季度业绩展现较强韧性 | 任闻放 | 2026-08-11 |
| 招商证券（国际）早会纪要 20260811 | 招商香港研究部 | 2026-08-11 |
| 美国出行行业 - 二季度业绩稳健：会员飞轮效应显现、国际化扩张提速、自动驾驶布局深化 | 王腾杰,李怡珊,张贺楠 | 2026-08-10 |
| 东方甄选 (1797 HK) - 盈喜验证转型成效，自营品驱动盈利释放；上调至增持评级 | 李怡珊,王腾杰,张贺楠 | 2026-08-10 |
| 教育行业 - K12双龙头业绩全面超预期，盈利改善路径清晰 | 李怡珊,王腾杰,张贺楠 | 2026-08-10 |
| HK Strategy Weekly (10 August 2026) - China–US Tech Frictions and HK Insurance Tax Draw Attention; Interim Earnings in Focus | Taylor, Ren Wen Fang | 2026-08-10 |
| 港股市场周报 (2026/8/10) - 中美产业摩擦与港险税务引发关注，港股聚焦中报盈利 | 任闻放 | 2026-08-10 |
| 招商证券（国际）早会纪要 20260810 | 招商香港研究部 | 2026-08-10 |
| 迅策科技 (3317 HK) - 企业级实时数据治理先行者，场景Token模式驱动业绩拐点 | 李怡珊,王腾杰,张贺楠 | 2026-08-08 |
| Xunce Tech (3317 HK) - Enterprise real-time data governance pioneer; scenario-based Token model drives earnings inflection | Li Yishan, Crystal,Wong Tang Kit, Tommy,Zhang Henan | 2026-08-08 |
| Education Industry - K-12 leaders beat estimates; clear earnings upside ahead | Li Yishan, Crystal,Wong Tang Kit, Tommy,Zhang Henan | 2026-08-08 |
| East Buy (1797 HK) - Positive profit alert validates transformation, self-owned products drive earnings upside; U/G to BUY | Li Yishan, Crystal,Wong Tang Kit, Tommy,Zhang Henan | 2026-08-08 |
| US Ride-hailing Sector - Solid 2Q: Membership flywheel, International expansions, AVs | Wong Tang Kit, Tommy,Li Yishan, Crystal,Zhang Henan | 2026-08-07 |