| Duolingo Inc. (DUOL US) - Transition pains persist, 2026 guidance miss; d/g to HOLD | Li Yishan, Crystal,Wong Tang Kit, Tommy | 2026-02-27 |
| 多邻国 (DUOL US) - 转型阵痛持续，2026年指引低于预期；下调至中性评级 | 李怡珊,王腾杰,张贺楠 | 2026-02-27 |
| VIPShop (VIPS US) - Steady growth remains despite seasonal disruptions | Li Yishan, Crystal,Wong Tang Kit, Tommy,Zhang Henan | 2026-02-27 |
| Netflix (NFLX US) - WBD并购案尚未定局 | 王腾杰,李怡珊,张贺楠 | 2026-02-27 |
| 招商证券（国际）早会纪要 20260227 | 招商香港研究部 | 2026-02-27 |
| Netflix (NFLX US) - WBD not a done deal | Wong Tang Kit, Tommy,Li Yishan, Crystal,Zhang Henan | 2026-02-26 |
| 全球医药、医疗行业 - 神经免疫：重症肌无力和多发性硬化症市场 | 陈铸鸿,谭震,陈泓道 | 2026-02-26 |
| Global Pharmaceutical & Healthcare - Neuro-Immunology market primer: MS and MG | Chen Zhuhong, Jonah,Tan Zhen,Chen Hongdao, George | 2026-02-26 |
| 招商证券（国际）早会纪要 20260226 | 招商香港研究部 | 2026-02-26 |
| 阿里巴巴 (BABA US) - AI云业务深度：全栈自研领导者，通云哥铸就护城河 | 李怡珊,王腾杰 | 2026-02-25 |
| Alibaba (BABA US) - AI Cloud Deep Dive: Full‑Stack Leadership Enabled by the Qwen –Cloud–T-head Moat | Li Yishan, Crystal,Wong Tang Kit, Tommy | 2026-02-25 |
| 招商证券（国际）早会纪要 20260225 | 招商香港研究部 | 2026-02-25 |
| Humanoid Robotics - From Stage to Industry: What Spring Festival Gala Tell Us About the Rise of Humanoid Robotics | Liang Yonghuo,Harrison, Yin Haocheng | 2026-02-24 |
| 人形机器人 - 从春晚舞台看人形机器人产业发展 | 梁勇活,殷浩程 | 2026-02-24 |
| 招商证券（国际）早会纪要 20260224 | 招商香港研究部 | 2026-02-24 |
| US Internet Sector - Strong results; AI Agent fear overstated, just like AVs | Wong Tang Kit, Tommy,Li Yishan, Crystal,Zhang Henan | 2026-02-23 |
| 美国互联网行业 - 延续亮眼业绩， AI代理担忧重演，仿如对自动驾驶的过度恐慌 | 王腾杰,李怡珊,张贺楠 | 2026-02-23 |
| 招商证券（国际）早会纪要 20260223 | 招商香港研究部 | 2026-02-23 |
| 招商证券（国际）早会纪要 20260220 | 招商香港研究部 | 2026-02-20 |
| 招商证券（国际）早会纪要 20260216 | 招商香港研究部 | 2026-02-16 |