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| 地平线机器人 (9660 HK) - 上半年收入大致符合预期，下半年交付提速 | 梁勇活 | 2026-09-02 |
| 极智嘉（2590 HK）- 汇兑扰动业绩，关注三大增量业务加速落地 | 梁勇活,王歆禾 | 2026-09-02 |
| Geek+ (2590 HK) - FX Headwinds Weighed on Earnings; Three Growth Engines Gaining Momentum | Liang Yonghuo | 2026-09-02 |
| 招商证券（国际）早会纪要 20260902 | 招商香港研究部 | 2026-09-02 |
| 智谱 (2513 HK) - 模型迭代，场景延伸，算力效率持续增强业务壁垒 | 李怡珊,王腾杰,张贺楠 | 2026-09-01 |
| Zhipu (2513 HK) - Model Iteration and Scenario Diversification: Improved Compute Efficiency Bolsters Business Moat | Li Yishan, Crystal,Wong Tang Kit, Tommy,Zhang Henan | 2026-09-01 |
| 中升控股 (881 HK) - 新能源渠道加速扩张，业务转型迅猛 | 梁勇活 | 2026-09-01 |
| Zhongsheng Group (881 HK) - NEV channel expansion accelerates amid rapid business transformation | Liang Yonghuo | 2026-09-01 |
| August PMI Review - Supply‑demand Dynamics Return to Expansion Territory | CMS (HK) Research | 2026-09-01 |
| US Strategy Weekly (1 September 2026) - Sticky Inflation Raises Rate-Hike Risk; AI Momentum Continues but Sector Divergence Widens | Taylor, Ren Wen Fang | 2026-09-01 |
| 美股市场周报(2026/9/1) - 通胀黏性推升加息风险，AI景气延续但分化加剧 | 任闻放 | 2026-09-01 |
| Alphabet (GOOGL US, 增持) - OpenAI重燃Google广告担忧，Alphabet长期逻辑未改 | 王腾杰,李怡珊,张贺楠 | 2026-09-01 |
| 招商证券（国际）早会纪要 20260901 | 招商香港研究部 | 2026-09-01 |
| 比亚迪股份 (1211 HK) - 出海已成核心增长支柱，下半年全球化高端化加速 | 梁勇活 | 2026-08-31 |
| BYD (1211 HK) - Overseas Expansion Emerges as Core Growth Pillar; Globalization and Premiumization Accelerate in 2H | Liang Yonghuo | 2026-08-31 |
| 大行科工 (2543 HK) - 上半年业绩及分红超预期，四大催化剂持续兑现 | 黄铭谦,张力丹 | 2026-08-31 |
| Dahon Tech (2543 HK) - 1H beat + div surprise; 4 catalysts delivering | Wong Ming Him, Joseph,Elaine, Zhang Lidan | 2026-08-31 |
| 迈瑞医疗 (300760 CH) - 国内二季度现拐点，海外及新兴业务驱动内生盈利修复 | 陈铸鸿,谭震,陈泓道 | 2026-08-31 |
| Mindray Medical (300760 CH) - 2Q26 Domestic Inflection; Overseas and Emerging Businesses Drive Earnings Recovery | Chen Zhuhong, Jonah,Tan Zhen,Chen Hongdao, George | 2026-08-31 |