| 【Sector Research】China Property Sector – Expert call takeaways: A positive shift in regulatory stance; sector may see recovery post CNY |
| 【公司研究】迈瑞医疗 (300760 CH) – 收购惠泰医疗，强势切入心血管介入赛道 |
| 【Company Research】BYDE (285 HK) - FY23 positive profit alert above expectations; Reiterate BUY on strong FY24E outlook |
| 【Sector Research】US Software Sector – Best proxy to benign interest-rate environment |
| 【Sector Research】China Property Sector – Policy package to boost post-CNY sales but only ST effect on sector performance |
| 【公司研究】农夫山泉 (9633 HK) - 下半年预测营收/净利略超预期，同增31%/39% |
| 【Company Research】Innolight (300308 CH) – True beneficiary in AI value chain |
| 【Sector Research】Semi – Market outlook on optical transceivers |
| 【Company Research】GigaCloud (GCT US) – More surprises to come |
| 【Sector Research】China Auto Sector – Attractive valuation with likely resilient earnings |
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