【Company Research】Rimag Group (2522 HK) - Medical imaging data standardization empowers AI applications |
【Sector Research】Semiconductors - Nvidia: Solid 4Q results and 1QFY26E guidance; investors look for evidence of growth beyond FY26 |
【行业研究】AI主题研究 - 模型调用成本下降,应用生态有望逐步繁荣 |
【Company Research】CSPC Pharmaceutical (1093 HK) - Earnings decline amid pricing pressure |
【Company Research】Trip.com (TCOM US) - Entry point could appear post market correction |
【Company Research】EHang Holdings (EH US) - First mover in eVTOL set to ride on the momentum of low-altitude economy |
【Sector Research】China Insurance - 4Q24 insurance funds: industry financial rate of return extended rally in a five-quarter streak |
【Company Research】Weichai Power (2338 HK/000338 CH) - Expect strong volume growth of engines for data centres |
【Sector Research】Technology - Implications of FII 2024 prelim results: AI server outlook remains robust in 2025 |
【Company Research】AIA Group Ltd. (1299 HK) - FY24 preview: OPAT back to growth trajectory; resilient VNB despite modest slowdown in 2H |