| 【Company Research】iQIYI (IQ US) - Short-term headwind continues |
| 【Company Research】Tuhu Car (9690 HK) - Defensive play amid consumption downgrade |
| 【Company Research】Cloud Music (9899 HK) - Solid online music business fuels robust earnings growth |
| 【Company Research】Weibo (WB US) - Soft consumption sentiment continues to pressure ad revenue growth |
| 【Company Research】3SBio (1530 HK) - Solid earnings performance in 1H24 |
| 【Company Research】Innolight (300308 CH) - Solid 1H24 results w/ steady margin; Key investor call takeaway w/ strong demand outlook in 2H24 |
| 【Company Research】Luxshare (002475 CH) - 1H24 resilient earnings; Well-positioned for AI smartphone cycle in 2H24/25E |
| 【Company Research】Poly Services (6049 HK) - 1H24 results in line; expansion slowed amid intensifying competition |
| 【Company Research】Yonyou (600588 CH) - Structural recovery on revenue growth likely still takes time |
| 【Company Research】BOE Varitronix (710 HK) - 1H24 revenue back on growth track; Focus on better profitability and overseas expansion in 2H24E |
公司地址：香港中环花园道三号冠君大厦45-46楼
电话：（852）3900-0888 传真：（852）3761-8788
招银国际版权所有 Copyright © 2019-2025 CMB International Capital Corporation Limited. All rights reserved.
