【Sector Research】Property - Encouraging signs on both policy implementation and property sales, Reiterate buy |
【Company Research】Dingdang Health (9886 HK) - Expect steady growth with policy tailwinds |
【Company Research】Ke Holdings (BEKE US) - Takeaways from 2024 Investor Day |
【行业研究】半导体 - Marvell 1Q25业绩回顾:AI热潮驱动相关收入持续增长 |
【行业研究】汽车 - 分析师路演反馈:路漫漫其修远兮 |
【Sector Research】Auto - May NEV retail share to hit 45%; NIO beat |
【Company Research】Salesforce (CRM US) - cRPO growth moderating on macro headwind |
【行业研究】半导体 - 2024 全球晶圆代工行业逐渐企稳,明年有望复苏;华虹首予买入 |
【Company Research】JOYY Inc (YY US) - Looking beyond 2Q24E’s soft seasonality |
【Company Research】Baozun (BZUN US) - A solid start with steady transition year |