| 【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 |
| 【公司研究】北方华创 (002371 CH) - 半导体产业链自主可控趋势下的主要受益者 |
| 【Fixed Income Research】HRINTH: Will Huarong do another round of bond repurchase? |
| 【Company Research】Property - Weekly highlight: Awaiting more positive signs on property sales |
| 【Company Research】CSPC Pharmaceutical (1093 HK) - Accelerating growth in finished drug sales |
| 【行业研究】医药 - 海外CXO/生命科学上游1Q24业绩剖析：订单走弱，但24下半年需求复苏仍是共识 |
| 【Company Research】Atour Lifestyle (ATAT US) - Guidance raised, backed by robust retail sales |
| 【行业研究】中国医药 - 重视设备更新的政策机遇 |
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