| Novartis (NVS US, BUY) - Growth products intact and full-year target reaffirmed | Chen Zhuhong, Jonah,Tan Zhen,Chen Hongdao, George | 2026-04-29 |
| BYD (1211 HK, BUY) - 1Q Results Largely Inline; Fundamentals Set to Improve in 2Q | Liang Yonghuo | 2026-04-29 |
| 招商证券(国际)早会纪要 20260429 | 招商香港研究部 | 2026-04-29 |
| US Internet Sector - Microsoft-OpenAI new deal incrementally positive for Amazon and Google | Wong Tang Kit, Tommy,Li Yishan, Crystal,Zhang Henan | 2026-04-28 |
| 招商证券(国际)早会纪要 20260428 | 招商香港研究部 | 2026-04-28 |
| US Strategy Weekly (27 April 2026) - Volatility and Structural Divergence Amid Momentum Rotation | Ning Bo,Taylor, Ren Wen Fang,Henry, Chen Hongyi | 2026-04-27 |
| 美股市场周报(2026/4/27) - 动能切换下的震荡与结构性分化 | 宁铂,任闻放,陈弘毅 | 2026-04-27 |
| HK Strategy Weekly (27 April 2026) - Intensifying Micro-Level Tensions: Navigating the Structural Rebound in HK Stocks | Ning Bo,Taylor, Ren Wen Fang | 2026-04-27 |
| 港股市场周报 (2026/4/27) - 微观矛盾加剧,把握港股结构性反弹 | 宁铂,任闻放 | 2026-04-27 |
| 招商证券(国际)早会纪要 20260427 | 招商香港研究部 | 2026-04-27 |
| Alphabet (GOOGL US) - Cloud Next 2026大会扩展代理式AI商机 | 王腾杰,李怡珊,张贺楠 | 2026-04-24 |
| Alphabet (GOOGL US) - Cloud Next ’26 expands agentic opportunities | Wong Tang Kit, Tommy,Li Yishan, Crystal,Zhang Henan | 2026-04-24 |
| China Internet Sector - DeepSeek V4 sets a new open-source SOTA benchmark, ushering in an era of accessible million-token context | Li Yishan, Crystal,Wong Tang Kit, Tommy,Zhang Henan | 2026-04-24 |
| TAL (TAL US, BUY) - 4QFY26 results beat, steady outlook reaffirmed | Li Yishan, Crystal,Wong Tang Kit, Tommy,Zhang Henan | 2026-04-24 |
| 招商证券(国际)早会纪要 20260424 | 招商香港研究部 | 2026-04-24 |
| Boston Scientific (BSX N) - 1Q26 results in line; full‑year guidance cut lays the groundwork for valuation recovery | Chen Zhuhong, Jonah,Tan Zhen,Chen Hongdao, George | 2026-04-23 |
| 波士顿科学 (BSX N) - 一季度业绩符合预期,全年指引调整,孕育估值修复 | 谭震,陈铸鸿,陈泓道 | 2026-04-23 |
| 新东方教育科技集团 (EDU US) - 运营优化驱动稳健增长 | 李怡珊,王腾杰,张贺楠 | 2026-04-23 |
| New Oriental Education (EDU US) - Dedicated operation optimization to drive steady growth | Li Yishan, Crystal,Wong Tang Kit, Tommy,Zhang Henan | 2026-04-23 |
| 招商证券(国际)早会纪要 20260423 | 招商香港研究部 | 2026-04-23 |