| 【Sector Research】Healthcare - ASCO Highlights: Spotlight on next-gen IO & ADCs |
| 【Company Research】EHang Holdings (EH US) - 1Q25 results below expectations due to delay of product delivery; Expect recovery in 2Q25E |
| 【Company Research】Meituan (3690 HK) - Proactively responding to competition in food delivery market |
| 【Sector Research】Technology - Computex 2025 Takeaways: GB300 NVL72, liquid cooling, GPU/SOCAMM socket, AI PCs, DGX Spark |
| 【Company Research】Tongcheng Travel (780 HK) - 1Q earnings beat; on track to deliver solid full-year earnings growth |
| 【Company Research】BaTeLab (2149 HK) - Private placement completed, now eyes on execution |
| 【Company Research】Topsports (6110 HK) - Prudent guidance but strong cash flow & yield |
| 【Company Research】Baozun (BZUN US) - Quality revenue growth on track |
| 【Company Research】Xiaomi (1810 HK) - Key takeaways from product launch event: Self-developed 3nm SoC debut is the bright spot |
| 【Company Research】Kanzhun Limited (BZ US) - Hiring demand remains resilient; full-year earnings target unchanged |
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