【Sector Research】China AI surveillance – Gov’t projects picking up, power cuts impact limited |
【公司研究】龙源电力 (916 HK) – 强劲趋势将继续驱动四季度价值重估 |
【Fixed Income Research】MOLAND – Quick takes on consent solicitation |
【Company Research】Jiangsu Hengli (601100 CH) – Short-term impact of power outage; Wait for more positive signals |
【Company Research】Kintor Pharmaceutical (9939 HK) – Proxalutamide expects to deliver differentiated clinical results compared with molnupiravir |
【Company Research】TME (TME US) – Subs intact despite soft ads and social |
【行业研究】中国新能源汽车行业 – 缺芯低点已过,四季度产销两旺可期 |
【Company Research】NetEase Inc. (NTES US) – Passion makes difference |
【Company Research】Alibaba (BABA US) – Prudent on CMR momentum |
【Company Research】NWS Holdings (659 HK) – Waiting for multiple catalysts |