| 【行业研究】半导体 - AI主题投资与大趋势：“星际之门”项目有望推动全球人工智能设施竞赛的进一步加速 |
| 【Company Research】Tuhu Car (9690 HK) - FY25 to regain traction after 2H24 slowdown |
| 【Company Research】Willsemi (603501 CH) - Expect sequential improvement ahead |
| 【Company Research】New Oriental (EDU US) - Macro uncertainty to impact revenue growth and margin outlook |
| 【Company Research】Tencent (700 HK) - Solid core businesses; upbeat on long-term development of e-commerce and AI |
| 【Sector Research】China Insurance - 11/12M Monthly: Life sales diverged during the jumpstart; P&C softened by non-auto slowdown |
| 【Company Research】Yancoal Australia (3668 HK) - Potential dividend resumption a catalyst |
| 【Company Research】Wingtech (600745 CH) - Entering 2025 with a clean slate, with the worst left behind |
| 【行业研究】中国医药 - 丙类医保目录年内落地，创新药打开国内支付空间 |
| 【Sector Research】Auto - 4Q24 earnings preview: Growing divergence |
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