| 【Sector Research】Semiconductors - Foundry – AI-driven super cycle reshapes market dynamics |
| 【Sector Research】Semiconductors - Semiconductor Equipment – Steady growth outlook amid Chinas dual forces |
| 【Sector Research】Auto - 2026 Outlook: Second half of the NEV match |
| 【Company Research】Zoomlion (1157 HK/000157 CH) - Expect accelerated sales growth in Nov |
| CMBI Fixed Income - Taiwan Lifers: An emerging subset with new premium |
| 【Company Research】Salesforce (CRM US) - Solid 3QFY26 results; robust Agentforce and Data 360 momentum |
| CMBI Fixed Income - European AT1s: Our picks under Basel III finalization |
| 【Sector Research】Semiconductors - Wide-bandgap semiconductors – SiC/GaN: Powering the next wave of AI infrastructure |
| 【公司研究】巨子生物 (2367 HK) - 短期业绩承压,回购彰显信心 |
| 【Company Research】Baozun (BZUN US) - Profitability improvement trend sustained |