| 【Sector Research】Capital Goods - Construction machinery sales in Sep: Decent export growth; weak demand in China |
| 【Sector Research】Auto - 3Q earnings preview: leading players to beat |
| 【Company Research】JD.com (JD US) - Expecting inline 3Q revenue growth with upside coming from bottom line |
| 【Sector Research】China Heavy-duty Truck - Headwinds in 4Q24 in both China & export; Eyes on policy-driven recovery in 2025 |
| 【公司研究】半导体 - AMD “Advancing AI” 大会回顾 |
| 【Company Research】Anta Sports (2020 HK) - All eyes on 4Q24E for the room of re-rating |
| 【Company Research】Weichai Power (000338 CH) - Still positive, but wait for a better entry point after 3Q24E results |
| 【Company Research】Weichai Power (2338 HK) - Still positive, but wait for a better entry point after 3Q24E results |
| 【Company Research】Sinotruk (Hong Kong) (3808 HK) - Earnings risk not yet priced in |
| 【Company Research】Alibaba (BABA US) - Increasing monetization; remains committed to investment to maintain market share |
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