| 美股市场周报 (2026/10/13) - 美债拍卖需求稳健,OpenAI收入调整引发AI回报审视 | 任闻放 | 2026-10-13 |
| US Strategy Weekly (13 October 2026) - Solid Treasury Auctions; OpenAI Revenue Revision Renews Focus on AI Returns | Taylor, Ren Wen Fang | 2026-10-13 |
| 招商证券(国际)早会纪要 20261013 | 招商香港研究部 | 2026-10-13 |
| 迅销 (9983 JP) - 指引稳健,股东回报提升 | 黄铭谦,张力丹 | 2026-10-12 |
| Auto & Auto Parts - 4Q26 Strategy: Clearing Skies, Awaiting Turning Point | Liang Yonghuo | 2026-10-12 |
| 汽车汽配 - 四季度策略:拨云见日,静待拐点 | 梁勇活 | 2026-10-12 |
| Fast Retailing (9983 JP) - Balanced guidance; Higher payouts | Wong Ming Him, Joseph,Elaine, Zhang Lidan | 2026-10-12 |
| 港股市场周报 (2026/10/12) - 央行澄清汇率政策立场,恒科扩容增强科技代表性 | 任闻放 | 2026-10-12 |
| HK Strategy Weekly (12 October 2026) - PBOC Clarifies FX Policy; HSTECH Expansion Broadens Tech Coverage | Taylor, Ren Wen Fang | 2026-10-12 |
| 招商证券(国际)早会纪要 20261012 | 招商香港研究部 | 2026-10-12 |
| 中国AI互联网行业·本周洞察及观点 - 性价比模型竞争加剧,国模出海取得积极进展,AI产品加速 | 李怡珊,王腾杰 | 2026-10-09 |
| 中美AI互联网行业 - AI融资提速:利率不确定性与ARR增速放缓下的资本竞赛 | 王腾杰,李怡珊 | 2026-10-09 |
| 招商证券(国际)早会纪要 20261009 | 招商香港研究部 | 2026-10-09 |
| Global Pharmaceutical & Healthcare - AI Empowering Cyclic Peptide Development; IL-23 and PCSK9 Mark a Key Inflection Point | Chen Zhuhong, Jonah,Tan Zhen,Chen Hongdao, George | 2026-10-08 |
| 全球医药、医疗行业 - AI赋能环肽研发,IL-23和PCSK9两大靶点迎环肽产业拐点 | 陈铸鸿,谭震,陈泓道 | 2026-10-08 |
| 招商证券(国际)早会纪要 20261008 | 招商香港研究部 | 2026-10-08 |
| 美国AI互联网行业 - AI政治舆论短期或进一步升温 | 王腾杰,李怡珊 | 2026-10-07 |
| 招商证券(国际)早会纪要 20261007 | 招商香港研究部 | 2026-10-07 |
| Food & Life Company (3563 JP) - 市场噪音无碍基本面,建议逢低布局 | 黄铭谦,张力丹 | 2026-10-06 |
| Food & Life Company (3563 JP) - Buy the Dip; Ignoring Market Noise | Wong Ming Him, Joseph,Elaine, Zhang Lidan | 2026-10-06 |