| 【Sector Research】China Semiconductor – Domestic AI chip makers accelerating their push as Nvidia’s alternatives |
| 【Company Research】Shengyi Tech (600183 CH) – Expect Shengyi to enter Nvidia supply chain in 2024 |
| 【Company Research】BeiGene (BGNE US) – ASH takeaways: Three synergistic haematology BIC/FIC molecules showing promising data |
| 【Fixed Income Research】DALWAN: First takes on the settlement of pre-IPO investments |
| 【Company Research】Kingdee (268 HK) – Strategic investment from QIA announced |
| 【公司研究】中国医药 – 海外CXO行业3Q23业绩剖析：业绩继续分化；融资复苏仍需时间；临床需求展望持续改善 |
| 【Sector Research】China Auto Sector – Year-end price war came a bit earlier in 2023 |
| 【Company Research】GigaCloud (GCT US) – Eye on stronger 4Q23E and M&A synergies |
| 【Sector Research】China Auto Sector – Nov leading indicators’ slower MoM growth partially reflected in mild Nov NEV sales |
| 【公司研究】华润燃气（1193 HK）– 销气业务稳步增长，财务弹性项目质量占优 |
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