| 【Company Research】BYD (1211 HK) - Solid sales, earnings outlook despite mixed 2Q |
| 【Company Research】Li Auto Inc. (LI US) - Proven resilience gives us confidence in BEVs |
| 【Sector Research】Semiconductors - Nvidia 2Q review: A strong beat-and-raise quarter; eyes on Blackwell shipment and margin |
| 【Company Research】Nongfu Spring (9633 HK) - 1H24 missed, tea became top profit contributor |
| 【行业研究】】半导体 - 英伟达2QFY25业绩回顾：重点关注Blackwell出货和利润率 |
| 【Company Research】Proya Cosmetics (603605 CH) - Best earnings among peers, strong momentum sustained |
| 【Company Research】Hansoh Pharma (3692 HK) - Strong sales growth of innovative drugs |
| 【Company Research】Intron Tech (1760 HK) - 1H24 below on weaker margin; Lower estimates on near-term industry headwinds |
| 【Company Research】Shengyi Tech (600183 CH) - Solid 1H24 earnings; high copper price to have modest impact in near term |
| 【Company Research】Shennan Circuit (002916 CH) - Strong 1H24 results w/ double-digit growth across segments & meaningful margin expansion |
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