| 【行业研究】半导体 - 博通预计24年AI收入占半导体业务35%，或超百亿美元 |
| 【公司研究】中兴通讯 (763 HK) - 2023年利润率提高；预计2024年稳步增长 |
| 【Company Research】ZTE (000063 CH) - Improved margins in 2023 |
| 【公司研究】华特迪士尼公司 (DIS US) - “流媒体+体育”风起时 |
| 【Sector Research】Semi - Broadcom: AI revenue to achieve 35% of semi revenue or US$10bn+ run rate in FY24 |
| 【Company Research】Bilibili (BILI US) - Steady progress towards a sustainable business model |
| 【Company Research】Prada SpA (1913 HK) - 4Q23 cFX revenue +18%; Miu Miu overshot |
| 【Company Research】JD.com (JD US) - Driving growth in a more ambitious way |
| 【Company Research】Yuexiu Transport (1052 HK) - 2023 core profit +91% YoY but below estimates; >7% yield + potential asset injection |
| 【Sector Research】Technology - MacBook Air M3 – Apple’s entry into AI PC arena |
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