| 亚马逊 (AMZN US) - 二季度业绩强劲缓解关税担忧 | 王腾杰,李怡珊 | 2025-08-01 |
| Amazon (AMZN US) - Strong 2Q shrugged off tariffs concerns | Wong Tang Kit, Tommy,Li Yishan, Crystal | 2025-08-01 |
| TAL (TAL US) - Margin beat with new upsized repurchase surprise | Li Yishan, Crystal,Wong Tang Kit, Tommy | 2025-08-01 |
| 好未来 (TAL US) - 利润率及新回购计划超预期 | 李怡珊,王腾杰 | 2025-08-01 |
| Roblox (RBLX US) - 平台用户增长势头强劲 | 王腾杰,李怡珊 | 2025-08-01 |
| Roblox (RBLX US) - Platform gaining user momentum | Wong Tang Kit, Tommy,Li Yishan, Crystal | 2025-08-01 |
| 新东方教育科技集团（EDU US）- 聚焦高质量发展与股东回报 | 李怡珊,王腾杰 | 2025-08-01 |
| 欧莱雅 (OREP FR) - 上行趋势已大致消化；下调至中性评级 | 黄铭谦 | 2025-08-01 |
| 百威亚太 (1876 HK) - 二季度业绩不及预期；销量下滑抵消均价提升 | 黄铭谦 | 2025-08-01 |
| New Oriental Education (EDU US) - Focus on high-quality development and shareholder return | Li Yishan, Crystal,Wong Tang Kit, Tommy | 2025-07-31 |
| Meta Platform (META US) - 业绩大获全胜，缓解资本支出担忧 | 王腾杰,李怡珊 | 2025-07-31 |
| Meta Platform (META US) - Homerun results overcoming capex worries | Wong Tang Kit, Tommy,Li Yishan, Crystal | 2025-07-31 |
| 宏观报告 - FOMC会议解读：美联储立场偏鹰，12月或迎首次降息 | 郭书音 | 2025-07-31 |
| Macro report - FOMC Meeting Takeaway: Fed Turns Hawkish; First Rate Cut Likely in December | Guo Shuyin | 2025-07-31 |
| L’Oréal (OREP FR) - Uptrend largely priced-in; D/G to HOLD | Wong Ming Him, Joseph | 2025-07-31 |
| Budweiser APAC (1876 HK) - 2Q miss; volume set-back outweighed ASP gains | Wong Ming Him, Joseph | 2025-07-31 |
| Macro report - Politburo Meeting Takeaway: From Optimizing Supply-Side to Expanding Effective Demand | Guo Shuyin | 2025-07-31 |
| 宏观报告 - 中央政治局会议解读：从优化供给到扩大有效需求 | 郭书音 | 2025-07-31 |
| Spotify科技集团 (SPOT US) - 尽管短期面临阻力，长期前景仍然乐观 | 王腾杰,李怡珊 | 2025-07-31 |
| Li Auto (2015 HK) - i8 meets expectations, skewed market view may shift post user experience | Liang Yonghuo,Harrison, Yin Haocheng | 2025-07-30 |