| 【公司研究】中国宏桥 (1378 HK) - 全球铝供应紧张局面的主要受益者，估值吸引 |
| 【公司研究】同程艺龙 (780 HK) - 端午韧性增长持续，憧憬2H24E利润率回升 |
| 【行业研究】半导体 - 博通 2Q24业绩回顾：AI热潮和 VMware业务推动营收增长 |
| 【Sector Research】Semiconductors - Broadcom 2Q24 earnings surged on AI power and VMware integration |
| CMBI Fixed Income - Zhongsheng: A shorter-dated consumption plays |
| 【Company Research】Zhihu (ZH US) - Transition year with efficiency improvement |
| 【Sector Research】Technology - Apple WWDC 2024: Apple Intelligence, iOS 18, Siri with ChatGPT and more |
| 【行业研究】中国医药 - 业绩复苏将带来估值修复 |
| 【Sector Research】Technology - Computex 2024 Takeaways: GB200 NVL72, AI Server, AI PCs, Connectors, Liquid cooling |
| 【Sector Research】Capital Goods - Domestic excavator sales +29% YoY in May |
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