| 【Sector Research】Technology - Computex 2024 Takeaways: GB200 NVL72, AI Server, AI PCs, Connectors, Liquid cooling |
| 【Sector Research】Capital Goods - Domestic excavator sales +29% YoY in May |
| 【Sector Research】Healthcare - Chinese biopharma releasing promising data at ASCO |
| 【Company Research】ImmuneOnco (1541.HK) – Promising results of IMM01 released at ASCO |
| 【Company Research】Meituan (3690 HK) - 1Q results pointed to a better full-year earnings growth outlook |
| 【Company Research】NIO Inc. (NIO US) - Still no sign of turning profitable |
| 【Company Research】Kelun-Biotech (6990 HK) - Data release at ASCO further confirmed SKB264’s potential |
| 【Sector Research】Auto - Leading indicators show Jun MoM sales growth |
| 【Sector Research】Auto - Foreign brands’ pricing system has faltered |
| 【行业研究】保险 - 路演反馈：政策催化下的弹性拉涨可否持续? |
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