| 【Sector Research】Property - Weekly highlight: Beijing further relaxed, policy easing bore fruit in Shanghai |
| 【行业研究】互联网 - AI 和利润率扩张仍为关键投资主题 |
| 【Company Research】Proya Cosmetics (603605 CH) - Impressive 618 with makeup brand making its debut to TOP 1; Maintain BUY |
| 【Company Research】BOE Varitronix (710 HK) - CMBI Corp Day takeaways: large-size/high-end display demand, Chengdu plant and overseas orders |
| 【Company Research】Q-Tech (1478 HK) - CMBI Corp Day takeaways: ASP/GPM upside driven by Android recovery and spec upgrade |
| 【Company Research】Prudential Plc. (2378 HK) - US$2bn share buybacks brace for sustainable shareholders return; supportive to HK liquidity |
| 【Company Research】FIT Hon Teng (6088 HK) - CMBI Corp Day takeaways: Multiple growth drivers in AI server, AI PC/phone and AirPods in FY24/25E |
| 【Company Research】Sunny Optical (2382 HK) - CMBI Corp Day takeaways: Positive on high-end upgrade, AI phone, ADAS hybrid lens and AR Glass outlook |
| 【Sector Research】Semiconductors - Thematic investing and megatrends: AI exposure update |
| 【Sector Research】Internet - AI and margin expansion still key themes |
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