https://zh.app/en/r/myrg-2026-08-08Zen Horizonen2026-08-08MYR Group: A Record 20.1% Organic Quarter and a 3.16 Billion Backlog, Already Priced at 32 Times Trailing Earnings https://zh.app/cn/r/myrg-2026-08-08纵横研报zh-cn2026-08-08MYR Group：创纪录的 20.1% 有机增长季度与 31.6 亿在手订单，股价已按 32 倍滚动市盈率计价 https://zh.app/en/r/as-2026-08-08Zen Horizonen2026-08-08Amer Sports: The Brand Transformation Is Real, but Has the Price Already Bought All of It? https://zh.app/cn/r/as-2026-08-08纵横研报zh-cn2026-08-08亚玛芬体育：品牌转型是真的，但股价是不是已经把这一切都买单了？ https://zh.app/en/r/0981-2026-08-08Zen Horizonen2026-08-08SMIC: Strategic Scarcity Is Proven, but Has the Capital Cycle Started Paying Its Way? https://zh.app/cn/r/0981-2026-08-08纵横研报zh-cn2026-08-08中芯国际：战略稀缺性已获证实，但资本周期开始回本了吗？ https://zh.app/en/r/02331-2026-08-08Zen Horizonen2026-08-08Li Ning Company: 11 Times Trailing Earnings and Almost RMB20 Billion of Net Cash, Against a Q2 2026 Sell-Through Reversal https://zh.app/cn/r/02331-2026-08-08纵横研报zh-cn2026-08-08李宁：11 倍过去 12 个月盈利与近 200 亿元净现金，对撞 2026 年第 2 季度的零售流水逆转 https://zh.app/en/r/rtx-2026-08-07Zen Horizonen2026-08-07RTX Corporation: A Record Backlog and a Documented GTF Recovery, Already Paid For by a 26% Re-Rating https://zh.app/cn/r/rtx-2026-08-07纵横研报zh-cn2026-08-07RTX 公司：在手订单创纪录、GTF 修复已有实据，但 26% 的估值重估已提前买单 https://zh.app/en/r/qcom-2026-08-07Zen Horizonen2026-08-07Qualcomm Incorporated: Mispricing, Value Trap, or Transition Discount? https://zh.app/cn/r/qcom-2026-08-07纵横研报zh-cn2026-08-07高通公司：错误定价、价值陷阱，还是转型折价？ https://zh.app/en/r/pfe-2026-08-07Zen Horizonen2026-08-07Pfizer Inc.: A 6.6% Yield Costing 108% of Free Cash Flow, $17-18 Billion of Revenue Facing the Late-Decade Cliff, and No Margin of Safety at $26.20 https://zh.app/cn/r/pfe-2026-08-07纵横研报zh-cn2026-08-07Pfizer：6.6% 的股息率吃掉 108% 的自由现金流，170 亿至 180 亿美元收入直面十年末专利悬崖，26.20 美元没有安全边际 https://zh.app/en/r/payc-2026-08-07Zen Horizonen2026-08-07Paycom Software: Has Automation Repaired the Growth Engine, and Is That Already Priced? https://zh.app/cn/r/payc-2026-08-07纵横研报zh-cn2026-08-07Paycom Software：自动化修复了增长引擎吗？这是否已经反映在股价里？ https://zh.app/en/r/iesc-2026-08-07Zen Horizonen2026-08-07IES Holdings: Backlog Nearly Doubled to $4.5 Billion While 38% Sits Outside Enforceable RPO, and at $768.43 the Shares Run 79% to 102% Above Conservative Fair Value https://zh.app/cn/r/iesc-2026-08-07纵横研报zh-cn2026-08-07IES Holdings：在手订单近乎翻倍至 45 亿美元，其中 38% 不在可执行 RPO 之内，而 768.43 美元的股价高出保守合理价值 79% 至 102% https://zh.app/en/r/02020-2026-08-07Zen Horizonen2026-08-07ANTA Sports: Other Brands Grew 59.2% While the Core Brand Managed 3.7%, and at HKD 74.50 the Shares Already Sit Above the HKD 68 Conservative Sum-of-the-Parts https://zh.app/cn/r/02020-2026-08-07纵横研报zh-cn2026-08-07安踏体育：其他品牌增长 59.2% 而主品牌只有 3.7%，74.50 港元的股价已高于 68 港元的保守分部加总估值