【Company Research】WuXi AppTec (603259 CH) - Impressive growth amid uncertain environment |
【行业研究】互联网 - WAIC大会:聚焦科技创新、普惠、协同共治 |
【公司研究】三生制药 (1530 HK) - 辉瑞宣布快速推进707全球临床,拓展联用潜力 |
【Company Research】Tongda (698 HK) - 1H25 preview: expect earnings turnaround on track |
【Company Research】AAC Tech (2018 HK) - 1H25 preview: structural upgrade cycle across multiple segments |
【Company Research】Zhejiang Dingli (603338 CH) - 2Q25 profit grew 19% YoY but largely on FX gains |
【Company Research】Thermo Fisher (TMO US) - Improved outlook on the impact of tariffs |
【Company Research】ServiceNow (NOW US) - 2Q25 earnings beat; AI drove strong cRPO growth and margin expansion |
【Company Research】Alphabet (GOOG US) - 2Q25 results beat on solid search and cloud businesses |
【Company Research】CGN Mining (1164 HK) - Potential loss in 1H25E but recovery in 2H25E; Expect a solid turnaround in 2026E |