【Company Research】Cafe De Coral (341 HK) - Gaining market share under a weak macro |
【行业研究】互联网 - NBS数据或预示2Q电商GMV表现有望好于预期 |
【公司研究】中国宏桥 (1378 HK) - 全球铝供应紧张局面的主要受益者,估值吸引 |
【公司研究】同程艺龙 (780 HK) - 端午韧性增长持续,憧憬2H24E利润率回升 |
【行业研究】半导体 - 博通 2Q24业绩回顾:AI热潮和 VMware业务推动营收增长 |
【Sector Research】Semiconductors - Broadcom 2Q24 earnings surged on AI power and VMware integration |
CMBI Fixed Income - Zhongsheng: A shorter-dated consumption plays |
【Company Research】Zhihu (ZH US) - Transition year with efficiency improvement |
【Sector Research】Technology - Apple WWDC 2024: Apple Intelligence, iOS 18, Siri with ChatGPT and more |
【行业研究】中国医药 - 业绩复苏将带来估值修复 |