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Bilibili (BILI US) - 3Q25 beat; Ad strong with Gaming to recovery Li Yishan, Crystal,Wong Tang Kit, Tommy 2025-11-14
Tencent (700 HK) - Continued AI enhancement drives strong momentum Li Yishan, Crystal,Wong Tang Kit, Tommy 2025-11-14
哔哩哔哩 (BILI US) - 25年三季度业绩超预期;广告业务强劲,游戏板块复苏 李怡珊,王腾杰 2025-11-14
京东 (JD US) - 高基数下2025年四季度前景乏力 李怡珊,王腾杰 2025-11-14
JD.com (JD US) - Lackluster 4Q25 outlook from high base effect Li Yishan, Crystal,Wong Tang Kit, Tommy 2025-11-14
腾讯 (700 HK) - 人工智能持续创新驱动强劲增长势头 李怡珊,王腾杰 2025-11-14
Tencent Music Entertainment Group (TME US) - Investment in fan-based business to strength moat Li Yishan, Crystal,Wong Tang Kit, Tommy 2025-11-13
腾讯音乐 (TME US) - 加大粉丝经济业务投资以强化护城河 李怡珊,王腾杰 2025-11-13
Fiscal Data Forecast (October 2025) - Credit growth set to surpass seasonal patterns CMS (HK) Research 2025-11-13
HESAI (HSAI US) - 3Q25 broadly in line, bright prospect ahead Liang Yonghuo,Harrison, Yin Haocheng 2025-11-13
禾赛科技 (HSAI US) - 三季度业绩基本符合预期,中长线拓展空间巨大 梁勇活,殷浩程 2025-11-13
China Property Sector - Weekly high-frequency data tracker: Second-hand property viewings yoy growth turned negative in October CMS (HK) Research 2025-11-12
Youdao (DAO US) - Core ad and senior high maintained solid growth momentum Li Yishan, Crystal,Wong Tang Kit, Tommy 2025-11-12
有道 (DAO US) - 核心广告和高中业务保持稳健的增长势头 李怡珊,王腾杰 2025-11-12
Roblox (RBLX US) - 爆款游戏平台:回调提供入场机会 王腾杰,李怡珊 2025-11-11
Roblox (RBLX US) - Entry opportunity for viral gaming platform Wong Tang Kit, Tommy,Li Yishan, Crystal 2025-11-11
October Inflation Snapshot - Policies curbing excessive competition catalyzed mom PPI rebound CMS (HK) Research 2025-11-11
US Strategy Weekly (10 November 2025) - Government Reopening Supports U.S. Equity Rebound Ning Bo,Guo Shuyin 2025-11-10
美股市场周度更新 (2025/11/10) - 美国政府开门支撑美股反弹 宁铂,郭书音 2025-11-10
统一企业中国 (220 HK) - 静待更佳入场时机以锁定6.5%股息率 黄铭谦 2025-11-10
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