| 【公司研究】贝克微 (2149 HK) - 模拟IC优质标的，具备可持续增长潜力；目标价上调至93港元 |
| 【公司研究】迈瑞医疗 (300760 CH) - 数智化+流水化转型，打造增长新引擎 |
| 【Company Research】Adobe (ADBE US) - Inline 2QFY25 results; AI products on track to hit US$250mn ARR target by end-FY25 |
| 【Company Research】BaTeLab (2149 HK) - Analog IC gem with sustained growth potential ahead; TP lifted to HK$93 |
| 【行业研究】互联网 - 商业模式护城河及竞争壁垒有效性重回关注焦点 |
| 【Company Research】Jiumaojiu (9922 HK) - SSS recovery and store revamp on track |
| 【Sector Research】Capital Goods - Excavator demand slowed down in May; still positive on replacement cycle |
| 【行业研究】半导体 - 博通二季度业绩点评：业绩稳健，关注AI推理进展 |
| 【Sector Research】Semiconductors - Solid 2Q results for Broadcom; eyes on the development of AI inference |
| 【Company Research】SANY International (631 HK) - Early stage of earnings recovery + attractive valuation offer good entry point |
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