| 【Sector Research】Semiconductors - Thematic investing and megatrends: Views on DeepSeek |
| 【Fixed Income Research】NWDEVL: Our thoughts on the latest developments |
| 【Company Research】Innolight (300308 CH) - Solid results despite supply chain constraints; expect for another strong year in 2025 |
| 【Company Research】China Life (2628 HK) - 4Q net profit could decline despite better capital market |
| 【Company Research】Shengyi Tech (600183 CH) - Embracing AI and moving on to a new growth trajectory |
| 【Company Research】BYDE (285 HK) - FY24E Preview: Riding on leading customers’ growth momentum; Reiterate BUY |
| 【Company Research】FIT Hon Teng (6088 HK) - FY24E Preview: robust earnings recovery; Expect AI server momentum to drive re-rating |
| 【公司研究】三生制药 (1530 HK) - PD-1/VEGF双抗早期临床数据公布，展现优效潜力 |
| 【Sector Research】Technology - Global AI smart glasses market set to kick off in 2025 |
| 【Company Research】InnoCare Pharma (9969 HK) - Autoimmune therapies as a second growth engine |
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