| 【Company Research】J&T Express (1519 HK) - Impressive parcel volume growth in SEA |
| 【行业研究】中国医药 - 理性看待创新药估值，寻找优秀公司的买点 |
| 【Company Research】Innovent Biologics (1801 HK) - Advancing a broad pipeline of next-generation therapies |
| 【Company Research】Alibaba (BABA US) - Offering of exchangeable bonds to support international business development |
| 【Sector Research】Technology - Implications of US-Vietnam tariff deal; Apple supply chain to benefit most |
| 【Company Research】BeiGene (ONC US) - CDK4i showed preliminary efficacy while data still maturing |
| 【Sector Research】Capital Goods - HDT sales +29% YoY in Jun, better than expectation |
| 【Sector Research】Auto - New models to drive NEV sales in 3Q after a solid Jun |
| 【Company Research】Bosideng (3998 HK) - Prudent guidance but we are still confident |
| 【行业研究】软件 & IT服务 - 模型能力持续提升，商业化持续推进 |
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