| 【Sector Research】Property - NBS 5M24: REI continued weakening, sales structure remained skewed to higher-tier cities |
| 【Sector Research】Capital Goods - Overhang largely removed following EU’s preliminary results of AD duties on AWP |
| 【Company Research】Innovent Biologics (1801 HK) - Promising PoC results of the potential FIC asset |
| 【Company Research】Cafe De Coral (341 HK) - Gaining market share under a weak macro |
| 【行业研究】互联网 - NBS数据或预示2Q电商GMV表现有望好于预期 |
| 【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 |
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