| 【Company Research】Xiaomi (1810 HK) - 1Q24 beat on strong margins; Positive on upbeat SU7 delivery target |
| 【行业研究】半导体 - 英伟达有望保持长期增长 |
| 【Company Research】PDD Holdings (PDD US) - Increased monetization drove a strong beat on results |
| 【Company Research】Kuaishou (1024 HK) - Bullish on earnings upside |
| 【Sector Research】Property - Weekly highlight: Chengdu & Hangzhou show initial improvement after removal of purchase restrictions |
| 【Company Research】Tongcheng Travel (780 HK) - Resilient travel consumption to continue |
| 【Company Research】Xpeng Inc. (XPEV US) - Await more details about Mona |
| 【Company Research】Trip.com (TCOM US) - Looking beyond release of pent-up demand to globalization |
| 【Company Research】Li Auto Inc. (LI US) - Is the Mega lesson worthwhile? |
| 【Sector Research】Property - NBS 4M24: REI continued weakening as expected; BJ’s relaxation showed noticeable effect |