| Global Pharmaceutical & Healthcare - Radiopharma update: Novartis widens Pluvicto’s moat, α-emitters kick off the next growth cycle | Chen Zhuhong, Jonah,Tan Zhen,Chen Hongdao, George | 2026-05-19 |
| 全球医药、医疗行业 - 核药更新：诺华Pluvicto壁垒强化，α核素打开下一轮周期 | 陈铸鸿,谭震,陈泓道 | 2026-05-19 |
| 招商证券（国际）早会纪要 20260519 | 招商香港研究部 | 2026-05-19 |
| Auto & Robotics - Figure’s Live Sorting Challenge Boosts Market Attention on Humanoids | Liang Yonghuo | 2026-05-18 |
| 美股市场周报(2026/5/18) - 当通胀再次成为“选择题”：美联储政策预期反应异动下，美股韧性的边界在哪里？ | 宁铂,任闻放 | 2026-05-18 |
| US Strategy Weekly (18 May 2026) - When Inflation Becomes a ‘Policy Dilemma’ Again: Where Lies the Limit of U.S. Stock Resilience Amid Shifting Fed Policy Expectations? | Ning Bo,Taylor, Ren Wen Fang | 2026-05-18 |
| HK Strategy Weekly (18 May 2026) - Macro Headwinds Persist; AI Theme Continues to Support Structural Opportunities | Ning Bo,Taylor, Ren Wen Fang | 2026-05-18 |
| 港股市场周报 (2026/5/18) - 宏观压力仍在，AI主线支撑结构行情 | 宁铂,任闻放 | 2026-05-18 |
| 招商证券（国际）早会纪要 20260518 | 招商香港研究部 | 2026-05-18 |
| Atour Lifestyle (ATAT US, BUY) - 1Q26 results in line; FY26 guidance revised upward | Wong Ming Him, Joseph,Elaine, Zhang Lidan | 2026-05-15 |
| 招商证券（国际）早会纪要 20260515 | 招商香港研究部 | 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 |
| 招商证券（国际）早会纪要 20260514 | 招商香港研究部 | 2026-05-14 |
| Tencent Music Entertainment Group (TME US, BUY) - 1Q26 inline; Ximalaya deal completed | Li Yishan, Crystal,Wong Tang Kit, Tommy,Zhang Henan | 2026-05-13 |
| JD.com (JD US, BUY) - 1Q26 beat; Profit recovery path remains solid | Li Yishan, Crystal,Wong Tang Kit, Tommy,Zhang Henan | 2026-05-13 |
| Pop Mart (9992 HK, SELL) - 1Q26 results in line, full-year margin under pressure | Wong Ming Him, Joseph,Elaine, Zhang Lidan | 2026-05-13 |
| 招商证券（国际）早会纪要 20260513 | 招商香港研究部 | 2026-05-13 |