| 【Company Research】Xiaomi (1810 HK) - Product launch takeaways: Xiaomi 17’s competitive pricing; IoT upgrade and EV customization services |
| 【行业研究】互联网 - 2025云栖大会:AI投资主线叙事再次强化 |
| 【公司研究】颖通控股 (6883 HK) - 奢品香氛管理先驱,首次覆盖给予买入评级 |
| 【Company Research】Eternal Beauty (6883 HK) - Pioneer of luxury fragrance management, initiate with Buy |
| 【行业研究】互联网 - 关注中国互联网软件板块估值提升的结构性机会 |
| 【Sector Research】Technology - Meta Connect 2025: Smart glasses launches continue to fuel supply chain innovation |
| 【公司研究】腾讯控股 (700 HK) - 腾讯2025全球数字生态大会:打造智能化与全球化增长引擎 |
| 【Sector Research】Technology - iPhone 17 pre-order takeaways: longer delivery lead times suggest stronger demand YoY |
| 【Company Research】Adobe (ADBE US) - 3QFY25 results review: better-than-expected AI monetization |
| 【Company Research】Zenergy (3677 HK) - Minimal legacy burden, operational efficiency, improving client mix to drive sales, profit |