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| 【Company Research】BeiGene (BGNE US) – Strong sales momentum continued in 3Q |
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| 【Sector Research】China Internet – Trends observed from this year’s Double 11 shopping festival |
| 【Sector Research】Technology (Hardware/Semi): Thoughts on Nvidia’s customized AI chips for China |
| 【Sector Research】China Technology – SMIC/Hua Hong Semi 3Q23: in-line revenue; ASP/GPM pressure to persist into 4Q23E |
| 【Sector Research】Technology (Hardware/Semi): Thematic investment & megatrend: CSP3 & Meta ramp up spending to stay at the AI front line |
| 【Fixed Income Research】HRINTH: The repurchase focuses changed? |
| 【Company Research】Hutchmed (13 HK) – Big milestone achieved with fruquintinib successfully approved by US FDA |