| 【Company Research】Xtep (1368 HK) - Better margins despite cautious sales growth |
| 【Company Research】Kelun-Biotech (6990 HK) - Innovative bispecific ADC product licensed to MSD |
| 【Company Research】J&T Express (1519 HK) - More visible path to achieve profitability; U/G to BUY |
| 【Company Research】Giant Biogene (2367 HK) - Sales of Comfy brand surpass expectations |
| 【Company Research】Xpeng Inc. (XPEV US) - Mona M03 may not be the game-changer |
| 【Company Research】Palo Alto Networks (PANW US) - Acceleration of Platformization delivered encouraging early-stage results |
| 【Company Research】Tongcheng Travel (780 HK) - Driving for balanced business growth with more controlled marketing spending |
| 【Company Research】Kuaishou (1024 HK) - Intact earnings growth outlook; soft consumption weighs on e-commerce business |
| 【公司研究】中兴通讯 (763 HK) - 上半年业绩喜忧参半 |
| 【公司研究】中兴通讯 (000063 CH) - 上半年业绩喜忧参半 |