| 【行业研究】中国医药 - 预期基本面改善，看好高弹性板块 |
| 【Sector Research】Semiconductors - Sector valuation revisit after recent rally; Potential rerating opportunities ahead |
| 【行业研究】中国医药 - 海外医疗设备龙头业绩跟踪：整体承压，中国市场何时复苏成为关注焦点 |
| 【Company Research】China Hongqiao (1378 HK) - Expect higher ASP following China’s stimulus |
| 【Sector Research】Internet - 2Q24 recap & stock-picking ideas: Seeking certainty |
| 【Company Research】Anta Sports (2020 HK) - Takeaways from the Anta Superstore visit |
| 【Sector Research】Technology - Meta Connect 2024: Quest 3S, Orion AR glasses, AI and Ray-Ban smart glasses updates |
| 【公司研究】百度 (BIDU US) - 2024云智大会：进一步推动大模型产业化落地 |
| 【Sector Research】Property - Easing policies may boost trading sentiment in short term |
| 【Sector Research】China Insurance - 8M24 Monthly: Life jumped on top of low base; P&C top players rebounded in growth |
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