| 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 |
| 招商证券（国际）早会纪要 20260807 | 招商香港研究部 | 2026-08-07 |
| Duolingo Inc. (DUOL US) - DAU and margin beat; Attractive risk-reward; U/G to BUY | Li Yishan, Crystal,Wong Tang Kit, Tommy,Zhang Henan | 2026-08-06 |
| 多邻国 (DUOL US) - DAU及利润率改善超预期，风险回报吸引，上调至增持 | 李怡珊,王腾杰,张贺楠 | 2026-08-06 |
| Economic Data Forecast (July 2026) - Mixed Signals Ahead | CMS (HK) Research | 2026-08-06 |
| 招商证券（国际）早会纪要 20260806 | 招商香港研究部 | 2026-08-06 |
| 统一企业中国 (220 HK, 中性) - 上半年业绩符合预期，下半年原材料成本逆风显现 | 黄铭谦,张力丹 | 2026-08-05 |
| China Macro Economy - Under the Microscope: Post-Politburo Meeting Outlook | CMS (HK) Research | 2026-08-05 |
| Spotify科技集团 (SPOT US，增持) - 收入与订阅稳健增长，广告变现打开上行空间 | 王腾杰,李怡珊,张贺楠 | 2026-08-05 |