| 【Company Initiation】Lumentum (LITE US) - Scaling AI through light; initiate at BUY |
| 【Sector Research】Semiconductors - A quick read on recently reported CPO and 800VDC deployment delay |
| 【Company Initiation】Knowledge Atlas (2513 HK) - Sailing toward the vast frontier of AGI |
| 【Company Initiation】Minimax Group (100 HK) - Evolving into a one-stop AI platform |
| 【Company Research】Geely Automobile (175 HK) - A disciplined route to intelligent transformation and global expansion |
| 【Company Initiation】Haixi Pharma (2637 HK) - Redefining ocular fundus disease treatment |
| 【行业研究】汽车 - 机器人产业链调研：特斯拉量产在即，行业发展路径或类似新能源汽车，产业早期优选零部件龙头 |
| 【Sector Research】Capital Goods - Momentum of earth-moving machinery sales continued in May |
| 【Company Research】Jiangsu Hengli (601100 CH) - Takeaways from plant visit: More positive than we thought |
| 【Company Research】Palo Alto Networks (PANW US) - AI-driven demand extends growth runway |
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