【Company Research】iQIYI (IQ US) - Short-term headwind continues; strategic upgrades to drive long-term growth |
【Company Research】PDD Holdings (PDD US) - Impact from enhancement of merchant support stared to emerge |
【Company Research】Ke Holdings (BEKE US) - To ride on the policy tailwind in 4Q |
【Company Research】Baidu (BIDU US) - Pace of ads rev growth recovery key to watch |
【Company Research】Palo Alto Networks (PANW US) - Platformization strategy resonating well with customers |
【公司研究】赛默飞世尔科技 (TMO US) - 全球生命科学巨头将持续受益于行业改善趋势;首予买入 |
【行业研究】半导体 - 英伟达三季度业绩回顾:预计明年Blackwell需求将保持强劲 |
【Company Research】NIO Inc. (NIO US) - NIO’s cost control disappoints us again |
【Company Research】Kuaishou (1024 HK) - Inline 3Q24 results; resilient core commercial business |
【Company Research】Atour Lifestyle (ATAT US) - Prudent RevPAR outlook offset by other initiatives |