| 【Company Research】Baidu (BIDU US) - Pace of ads rev growth recovery key to watch |
| 【Company Research】Palo Alto Networks (PANW US) - Platformization strategy resonating well with customers |
| 【公司研究】赛默飞世尔科技 (TMO US) - 全球生命科学巨头将持续受益于行业改善趋势;首予买入 |
| 【行业研究】半导体 - 英伟达三季度业绩回顾:预计明年Blackwell需求将保持强劲 |
| 【Company Research】NIO Inc. (NIO US) - NIO’s cost control disappoints us again |
| 【Company Research】Kuaishou (1024 HK) - Inline 3Q24 results; resilient core commercial business |
| 【Company Research】Atour Lifestyle (ATAT US) - Prudent RevPAR outlook offset by other initiatives |
| 【Company Research】ZTO Express (ZTO US) - Still positive on profitable growth strategy despite lower volume guidance |
| 【Company Research】ZTO Express (2057 HK) - Still positive on profitable growth strategy despite lower volume guidance |
| 【Company Research】Xpeng Inc. (XPEV US) - Mona M03, P7+’s success with 3Q24 GPM beat could make Xpeng’s breakeven possible |