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China Metals & Mining Sector - Thermal coal prices stabilizing with potential upside as demand recovers CMS (HK) Research 2025-11-28
China Agricultural Sector - Hog prices declining despite a peak season, sow capacity reduction accelerating CMS (HK) Research 2025-11-28
艾拉伦制药 (ALNY US) - 管理层交流反馈:Amvuttra全球商业化强劲推进及主要临床项目进展 陈铸鸿,谭震,陈泓道 2025-11-27
Alnylam Pharmaceuticals (ALNY US) - NDR takeaway: Strong Amvuttra global commercial uptake and key clinical programs updates Chen Zhuhong, Jonah,Tan Zhen,Chen Hongdao, George 2025-11-27
China Macro Economy - Awaiting the Rally CMS (HK) Research 2025-11-27
阿里巴巴 (BABA US) - AI云业务前景乐观,即时零售达成里程碑 李怡珊,王腾杰 2025-11-26
Alibaba (BABA US) - Sanguine AI + cloud outlook with quick commerce milestone Li Yishan, Crystal,Wong Tang Kit, Tommy 2025-11-26
小马智行 (PONY US) - 三季度Robotaxi超预期,单车模型跑通推动规模化落地 梁勇活,殷浩程 2025-11-26
PONY AI (PONY US) - Robotaxi outperformed in 3Q25, single-vehicle UE breakeven enables large-scale deployment Liang Yonghuo,Harrison, Yin Haocheng 2025-11-26
速腾聚创 (2498 HK) - 三季度亏损扩大但四季度将扭亏,明年出货指引强劲 梁勇活,殷浩程 2025-11-26
Robosense (2498 HK) - 3Q25 loss widened, but 4Q25 profitability expected with strong shipment outlook for next year Liang Yonghuo,Harrison, Yin Haocheng 2025-11-26
亚朵 (ATAT US) - 业绩超预期,指引上调 黄铭谦 2025-11-26
Atour Lifestyle (ATAT US) - Beat-and-raise Wong Ming Him, Joseph 2025-11-26
全球医药、医疗行业 - 全球医疗产业升温,10月投融资创新高,医疗器械表现亮眼 陈铸鸿,谭震,陈泓道 2025-11-25
Global Pharmaceutical & Healthcare - Healthcare Roars Back: Record October, Medical Devices Shine Chen Zhuhong, Jonah,Tan Zhen,Chen Hongdao, George 2025-11-25
China Macro Economy - Under the Microscope: Demand drivers for reflation next year CMS (HK) Research 2025-11-25
Alphabet (GOOGL US) - Google's AI Surge: TPU Deals, Gemini 3, NATO, Berkshire Boost Wong Tang Kit, Tommy,Li Yishan, Crystal 2025-11-25
Alphabet (GOOGL US) - 谷歌AI发展强势:TPU销售、Gemini 3、北约合作、伯克希尔增持 王腾杰,李怡珊 2025-11-25
US Strategy Weekly (24 November 2025) - Rate Cut Expectation Split and ‘AI Bubble Talk’–Driven Panic Likely to Ease Ning Bo,Guo Shuyin 2025-11-24
美股市场周度更新 (2025/11/24) - “降息预期分歧+AI泡沫论”引发的过度恐慌有望缓解 宁铂,郭书音 2025-11-24
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