| 【Sector Research】Technology (Hardware/Semi): AI supply chain will continue riding the tailwind as Nvidia confirmed growth of data center into 2025 |
| 【Sector Research】Technology – Global foundry 3Q23 Wrap: consumer/smartphone/PC recovery; upcycle and growth in 2024 |
| 【Company Research】iQIYI (IQ US) – ARM expansion to unlock subs LTV |
| 【Sector Research】China Technology – NVIDIA FY3Q24: Another stunning quarter on robust AI demand; New chips to China in next few months |
| 【Fixed Income Research】DALWAN: Q&As on the consent solicitation |
| 【Company Research】Trip.com (TCOM US) – Release of pent-up demand as expected |
| 【Company Research】Baidu (BIDU US) – Generative AI related revenue generation ramping up |
| 【Company Research】Tongcheng Travel (780 HK) – Clear growth path on resilient travel demand |
| 【Company Research】Kuaishou (1024 HK) – Upbeat margin to continue |
| 【Company Research】Xiaomi (1810 HK) – 3Q23 beat on GPM and resilient smartphone; Reiterate BUY on EV upside in FY24E |
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