| 【Company Research】SenseTime (20 HK) – CV demand strong but AI Cloud market is crowded |
| 【Company Research】Zhejiang Jingsheng (300316 CH) – Solid growth of solar equipment; SiC gaining traction |
| 【Company Research】Baidu (BIDU US) – Eye-catching AI cloud to offset soft ads |
| 【Company Research】JNBY Design (3306 HK) – Short-term investment for long-term gain |
| 【Sector Research】China Financials Weekly – Manageable impacts from Russia-Ukraine Crisis |
| 【Fixed Income Research】MOLAND - Estimated recovery rate at 57-83% |
| 【Company Research】NetEase Inc. (NTES US) – Looking into strong pipeline ahead |
| 【Company Research】Haidilao (6862 HK) – The worst should be gone as reforms continue |
| 【Company Research】Li Auto Inc. (LI US) – Solid 4Q21 results; new model as catalyst |
| 【Company Research】Alibaba (BABA US) – New initiatives net loss to narrow |
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