| 【公司研究】周大福 (1929 HK) – 上半年收入/核心净利+6%/+38% |
| 【Company Research】DPC Dash (1405 HK) – Value, delivery and new markets-driven growth |
| 【Company Research】Baozun (BZUN US) – Eye on GAP revitalization & livestreaming ecommerce expansion |
| 【Sector Research】Technology (Hardware/Semi): AI supply chain will continue riding the tailwind as Nvidia confirmed growth of data center into 2025 |
| 【Sector Research】Technology – Global foundry 3Q23 Wrap: consumer/smartphone/PC recovery; upcycle and growth in 2024 |
| 【Company Research】iQIYI (IQ US) – ARM expansion to unlock subs LTV |
| 【Sector Research】China Technology – NVIDIA FY3Q24: Another stunning quarter on robust AI demand; New chips to China in next few months |
| 【Fixed Income Research】DALWAN: Q&As on the consent solicitation |
| 【Company Research】Trip.com (TCOM US) – Release of pent-up demand as expected |
| 【Company Research】Baidu (BIDU US) – Generative AI related revenue generation ramping up |
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