| 【Company Research】BYDE (285 HK) - 1H24E preview: Expect solid growth on iPad/ iPhone cycle, Android recovery and NEV orders |
| 【Company Research】iQIYI (IQ US) - Weather short-term headwinds in 2Q24; eyes on 2H24E recovery |
| 【行业研究】装备制造 - 3,000亿元资金支持设备更新和消费品以旧换新 |
| CMBI Fixed Income - HYUELE: Yield pick-up plays over global peers |
| 【Sector Research】Capital Goods - RMB300bn capital to finance equipment replacement |
| 【Company Research】ServiceNow (NOW US) - Strong cRPO growth and GenAI momentum |
| 【Company Research】Alphabet (GOOG US) - Inline 2Q24 results; GenAI gains traction |
| 【行业研究】中国医药 - DRG/DIP 2.0版本分组方案公布，持续利好创新 |
| 【Company Research】QuantumPharm (2228 HK) - Advanced quantum physics-based, AI-powered and robotics- driven company to accelerate drug and material discovery |
| 【Company Research】BOE Varitronix (710 HK) - 1H24 preview: margin weakness priced in; expect gradual ASP/margin recovery in 2H |
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