【公司研究】比亚迪控股 - H (1211 HK) – 半导体业务分拆上市有序推进 |
【公司研究】瑞声科技 (2018 HK) – 1Q21符合预期,声学强劲;估值合理,维持持有评级 |
【公司研究】小鹏汽车 (XPEV US) – 一季度表现优于预期;二季度交付受制于芯片供应 |
【公司研究】哔哩哔哩 (BILI US) – 2021年開局強勁 |
【Company Research】Alibaba (BABA US) – A big investment year ahead |
【行业研究】中国物业服务行业 – 二季度看好购物中心运营商 |
【Company Research】Powerlong Commercial (9909 HK) – Visibility enhanced for 2021 target with on-track rental/sales growth and more reasonable opening schedule |
【Company Research】Transfer of Coverage |
【Company Research】Ming Yuan Cloud (909 HK) – In a sweet spot |
【Company Research】Kintor Pharmaceutical (9939 HK) – Proxalutamide may become an effective treatment for COVID-19 |