| 汽车汽配 - 国资车企资产内部重组，行业供给侧改革破冰 | 梁勇活 | 2026-09-15 |
| US Strategy Weekly (15 September 2026) - Slower Disinflation and Higher Oil Prices Lift September Hike Expectations | Taylor, Ren Wen Fang | 2026-09-15 |
| 美股市场周报 (2026/9/15) - 通胀回落受阻叠加油价上行，9月加息预期升温 | 任闻放 | 2026-09-15 |
| Roblox (RBLX US, 增持) - RDC 2026：逆风消退，长期催化剂完好 | 王腾杰,李怡珊 | 2026-09-15 |
| 招商证券（国际）早会纪要 20260915 | 招商香港研究部 | 2026-09-15 |
| 范式智能 (6682 HK) - 差异化全栈AI服务平台，API业务放量增长；首次覆盖给予增持 | 李怡珊,王腾杰,张贺楠 | 2026-09-14 |
| AI互联网行业 - AI安全风险加剧，业界呼吁放缓前沿模型研发 | 王腾杰,李怡珊 | 2026-09-14 |
| Phancy Group (6682 HK) - Differentiated Full-Stack AI Service Platform, API Business Scaling Rapidly; Initiating at BUY | Li Yishan, Crystal,Wong Tang Kit, Tommy,Zhang Henan | 2026-09-14 |
| HK Strategy Weekly (14 September 2026) - Exports Stay Strong; Fed Hike Approaches, Policy Signals in Focus | Taylor, Ren Wen Fang | 2026-09-14 |
| 港股市场周报 (2026/9/14) - 出口强势延续，美联储加息渐近，聚焦后续政策指引 | 任闻放 | 2026-09-14 |
| 招商证券（国际）早会纪要 20260914 | 招商香港研究部 | 2026-09-14 |
| 中国AI互联网行业本周观察 - 模型竞争转入“每元智能”，Agent进入替用户干活量产期 | 李怡珊,王腾杰,张贺楠 | 2026-09-11 |
| SpaceX (SPCX US) - 估值溢价，执行门槛持续抬升 | 王腾杰,李怡珊,张贺楠 | 2026-09-11 |
| SpaceX (SPCX US) - Premium Valuation Meets a Rising Execution Bar | Wong Tang Kit, Tommy,Li Yishan, Crystal,Zhang Henan | 2026-09-11 |
| 招商证券（国际）早会纪要 20260911 | 招商香港研究部 | 2026-09-11 |
| Embodied AI - Funding Trends: Robot Platforms and Embodied Models Remain in Focus, Data Emerges as a New Infrastructure Opportunity | Liang Yonghuo | 2026-09-10 |
| 具身智能 - 融资观察：本体与模型热度高，数据成基础设施新赛道 | 梁勇活 | 2026-09-10 |
| 招商证券（国际）早会纪要 20260910 | 招商香港研究部 | 2026-09-10 |
| Meta Platform (META US, 增持) - Meta发布Muse；规模化消费者AI智能体布局变现 | 王腾杰,李怡珊,张贺楠 | 2026-09-09 |
| 诺华制药 (NVS US/NOVN SW) - 意外失利：Del-desiran III期研究失败 | 陈铸鸿,谭震,陈泓道 | 2026-09-09 |