| China Macro Economy - Bond allocation window opens | CMS (HK) Research | 2026-02-10 |
| 美股市场周报(2026/2/9) - 牛市中期的修正：技术范式取代、资本开支焦虑与宏观流动性审视 | 宁铂 | 2026-02-09 |
| Reddit (RDDT US) - 四季度业绩与一季度指引重申可持续增长趋势 | 王腾杰,李怡珊,张贺楠 | 2026-02-09 |
| Reddit (RDDT US) - 4Q and 1Q guide reaffirm durable growth trend | Wong Tang Kit, Tommy,Li Yishan, Crystal,Zhang Henan | 2026-02-09 |
| US Strategy Weekly (9 February 2026) - Mid-Bull Market Correction: Tech Paradigm Shifts, CAPEX Anxiety, and Macro Liquidity Scrutiny | Ning Bo | 2026-02-09 |
| 港股市场周报 (2026/2/9) - 史诗级回调后，怎么看恒科和有色板块？ | 宁铂 | 2026-02-09 |
| HK Strategy Weekly (9 February 2026) - Beyond the Epic Pullback: Is it Time to Re-enter HSTECH and the Basic Metals Sector? | Ning Bo | 2026-02-09 |
| 亚马逊 (AMZN US) - 强劲四季度业绩；AWS增长加速 | 王腾杰,李怡珊,张贺楠 | 2026-02-06 |
| Amazon (AMZN US) - Strong 4Q results; AWS growth accelerates | Wong Tang Kit, Tommy,Li Yishan, Crystal,Zhang Henan | 2026-02-06 |
| 雅诗兰黛 (EL US) - 屏蔽短期干扰，把握反转机会 | 黄铭谦 | 2026-02-06 |
| Estée Lauder (EL US) - Buying the turnaround amidst noise | Wong Ming Him, Joseph | 2026-02-06 |
| Roblox (RBLX US) - 4Q results demonstrate increasingly healthy and sticky growth | Wong Tang Kit, Tommy,Li Yishan, Crystal,Zhang Henan | 2026-02-06 |
| Roblox (RBLX US) - 四季度业绩反映稳健增长势头且粘性显着提升 | 王腾杰,李怡珊,张贺楠 | 2026-02-06 |
| 百胜中国(YUMC US/9987 HK) - 业绩强劲收官，加盟转型，分红提升 | 黄铭谦 | 2026-02-05 |
| Alphabet (GOOGL US) - 全面发力 | 王腾杰,李怡珊,张贺楠 | 2026-02-05 |
| Yum China (YUMC US/9987 HK) - Strong finish, franchise pivot, higher payout | Wong Ming Him, Joseph | 2026-02-05 |
| Novartis (NVS US/NOVN SW) - Patent expiration fully priced in; late-stage pipeline reshapes the long-term growth curve | Chen Zhuhong, Jonah,Tan Zhen,Chen Hongdao, George | 2026-02-05 |
| Kuaishou (1024 HK) - Kling 3.0 launched, eC recommendation framework OneMall released | Li Yishan, Crystal,Wong Tang Kit, Tommy | 2026-02-05 |
| Alphabet (GOOGL US) - Firing on all cylinders | Wong Tang Kit, Tommy,Li Yishan, Crystal,Zhang Henan | 2026-02-05 |
| 轻松健康 (2661 HK) - AI驱动全链路健康闭环，战略转型开启高质量成长 | 陈泓道,陈铸鸿,谭震 | 2026-02-04 |