| US Strategy Weekly (21 July 2026) - Crowded Positioning Drives Semiconductor Pullback; U.S.–Iran Tensions Cloud Easing Expectations | Taylor, Ren Wen Fang | 2026-07-21 |
| 美股市场周报(2026/7/21) - 拥挤交易加剧半导体回调，美伊冲突扰动宽松预期 | 任闻放 | 2026-07-21 |
| Auto & Auto Parts - Improving Outlook, 2H26 Offering Best Two-Year Positioning Window | Liang Yonghuo | 2026-07-21 |
| 汽车汽配 - 下半年边际改善，迎来两年布局最佳窗口 | 梁勇活 | 2026-07-21 |
| 招商证券（国际）早会纪要 20260721 | 招商香港研究部 | 2026-07-21 |
| 港股市场周报 (2026/7/20) - 国内经济下行压力缓和，美国通胀回落助力港股修复 | 任闻放 | 2026-07-20 |
| HK Strategy Weekly (20 July 2026) - Easing Domestic Growth Pressure and Softer U.S. Inflation Support a HK Equity Recovery | Taylor, Ren Wen Fang | 2026-07-20 |
| Intuitive Surgical (ISRG O) - Solid Surgery Growth, Multi-Platform Ecosystem Strengthens Long-Term Moat | Tan Zhen,Chen Zhuhong, Jonah,Chen Hongdao, George | 2026-07-20 |
| 直觉外科 (ISRG O) - 手术量稳健增长，多系统生态强化长期壁垒 | 谭震,陈铸鸿,陈泓道 | 2026-07-20 |
| China AI Internet Sector - WAIC 2026 takeaways: Model intelligence breakthroughs, agent evolution and accelerated AI product rollout | Li Yishan, Crystal,Wong Tang Kit, Tommy,Zhang Henan | 2026-07-20 |
| 中国AI互联网行业 - WAIC 2026 洞察：模型智能突破、Agent进化与AI产品加速 | 李怡珊,王腾杰,张贺楠 | 2026-07-20 |
| 安踏体育 (2020 HK) - 多品牌韧性支撑全年指引 | 黄铭谦,张力丹 | 2026-07-20 |
| 招商证券（国际）早会纪要 20260720 | 招商香港研究部 | 2026-07-20 |
| Anta Sports (2020 HK) - Multi-brand resilience secures FY guidance | Wong Ming Him, Joseph,Elaine, Zhang Lidan | 2026-07-17 |
| Netflix（NFLX US, 增持） - 三季度指引偏弱，但长期增长动能强劲 | Wong Tang Kit, Tommy,Li Yishan, Crystal,Zhang Henan | 2026-07-17 |
| 吉利汽车 (175 HK，增持) - 欧洲本地化生产提速，打开出海新空间 | 梁勇活 | 2026-07-17 |
| 招商证券（国际）早会纪要 20260717 | 招商香港研究部 | 2026-07-17 |
| 汽车及机器人 - WAIC 2026 具身智能产业链大盘点 | 梁勇活 | 2026-07-16 |
| 李宁 (2331 HK) - 二季度承压；库里合作带来长期利好 | 黄铭谦,张力丹 | 2026-07-16 |
| Auto & Robotics - WAIC 2026 preview: Embodied AI industry value chain | Liang Yonghuo | 2026-07-16 |