| 【Sector Research】Auto - Six NEV brands hit a record-high in Jun |
| 【Company Research】BYDE (285 HK) - CMBI Corp Day takeaways: iPad/iPhone cycle, NEV, AI servers and robotics |
| 【Sector Research】Internet - 1Q24 recap & our three stock-picking ideas |
| 【行业研究】医药 - 我国辅助生殖行业迎来持续政策春风 |
| 【Company Research】United Energy (467 HK) - Overhang on share price due to uncertain financial condition of controlling shareholder |
| 【Company Research】Xiaomi (1810 HK) - CMBI Corp Day takeaways: Growth outlook intact; market concerns overdone |
| 【Company Research】Bosideng (3998 HK) - Beautifully executed the solid strategies |
| 【Sector Research】Semiconductors - Solid earnings; HBM to drive future growth |
| 【Sector Research】Property - Weekly highlight: Beijing further relaxed, policy easing bore fruit in Shanghai |
| 【行业研究】互联网 - AI 和利润率扩张仍为关键投资主题 |
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