| SpaceX (SPCX US) - Space dominance, tested by AI ambition | Wong Tang Kit, Tommy,Li Yishan, Crystal,Zhang Henan | 2026-06-03 |
| SpaceX (SPCX US) - 航天主导优势，备受AI考验 | 王腾杰,李怡珊,张贺楠 | 2026-06-03 |
| 欧莱雅 (OREP FR) - 负重前行 | 黄铭谦,张力丹 | 2026-05-29 |
| 资生堂 (4911 JP) - 估值已筑底，静待拐点来临 | 黄铭谦,张力丹 | 2026-05-29 |
| L’Oréal (OREP FR) - Drags take hold | Wong Ming Him, Joseph,Elaine, Zhang Lidan | 2026-05-28 |
| Shiseido (4911 JP) - Priced for the trough; waiting for the turn | Wong Ming Him, Joseph,Elaine, Zhang Lidan | 2026-05-28 |
| 泡泡玛特 (9992 HK) - 拆盒见顶，增长瓶颈显现；重申减持 | 黄铭谦,张力丹 | 2026-05-21 |
| Pop Mart (9992 HK) - Unboxing the growth cliff; reiterate SELL | Wong Ming Him, Joseph,Elaine, Zhang Lidan | 2026-05-20 |
| Alphabet (GOOGL US) - I/O大会：Agentic AI 持续巩固消费端入口护城河 | 王腾杰,李怡珊,张贺楠 | 2026-05-20 |
| Alphabet (GOOGL US) - I/O Agentic AI Further Consumer Gateway Moat | Li Yishan, Crystal,Wong Tang Kit, Tommy,Zhang Henan | 2026-05-20 |
| Atour Lifestyle (ATAT US, BUY) - 1Q26 results in line; FY26 guidance revised upward | Wong Ming Him, Joseph,Elaine, Zhang Lidan | 2026-05-15 |
| 阿里巴巴 (BABA US) - 全栈领先地位巩固AI商业化向好趋势 | 李怡珊,王腾杰,张贺楠 | 2026-05-14 |
| Alibaba (BABA US) - Full-stack leadership consolidates positive AI commercialization trend | Li Yishan, Crystal,Wong Tang Kit, Tommy,Zhang Henan | 2026-05-14 |
| Tencent (700 HK) - AI transformation trajectory intact | Li Yishan, Crystal,Wong Tang Kit, Tommy,Zhang Henan | 2026-05-14 |
| 腾讯 (700 HK) - AI赋能转型趋势延续 | 李怡珊,王腾杰,张贺楠 | 2026-05-14 |
| Haidilao International (6862 HK) - Turnaround remains distant despite solid holiday data | Wong Ming Him, Joseph,Elaine, Zhang Lidan | 2026-05-12 |
| 海底捞 (6862 HK) - 假期数据亮眼，但复苏拐点仍未显现 | 黄铭谦,张力丹 | 2026-05-12 |
| 敏实集团 (425 HK) - 进军半导体场景机器人领域，AIDC领域有潜在新突破 | 梁勇活 | 2026-05-12 |
| Minth Group (425 HK) - Expanding into semiconductor robotics; potential new upside emerging in AIDC | Liang Yonghuo | 2026-05-12 |
| Lyft (LYFT US) - 一季度表现强劲，国际扩张与高端化战略逐步成型 | 王腾杰,李怡珊,张贺楠 | 2026-05-08 |