| 【Sector Research】Semi - Marvell FY1Q25 earnings: Harnessing the AI revenue |
| 【行业研究】汽车 - 分析师路演反馈：路漫漫其修远兮 |
| 【Sector Research】Auto - May NEV retail share to hit 45%; NIO beat |
| 【Company Research】Salesforce (CRM US) - cRPO growth moderating on macro headwind |
| 【Sector Research】Semi - Global foundry sector stabilizing in 2024, modest recovery expected in 2025; initiate Hua Hong w/ BUY |
| 【Company Research】JOYY Inc (YY US) - Looking beyond 2Q24E’s soft seasonality |
| 【Company Research】Baozun (BZUN US) - A solid start with steady transition year |
| 【Company Research】Naura Technology (002371 CH) - Key beneficiary of semiconductor localization |
| 【Fixed Income Research】HRINTH: Will Huarong do another round of bond repurchase? |
| 【Company Research】Property - Weekly highlight: Awaiting more positive signs on property sales |
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