| 【Company Research】BYDE (285 HK) - FY23 positive profit alert above expectations; Reiterate BUY on strong FY24E outlook |
| 【Sector Research】US Software Sector – Best proxy to benign interest-rate environment |
| 【Sector Research】China Property Sector – Policy package to boost post-CNY sales but only ST effect on sector performance |
| 【公司研究】农夫山泉 (9633 HK) - 下半年预测营收/净利略超预期，同增31%/39% |
| 【Company Research】Innolight (300308 CH) – True beneficiary in AI value chain |
| 【Sector Research】Semi – Market outlook on optical transceivers |
| 【Company Research】GigaCloud (GCT US) – More surprises to come |
| 【Sector Research】China Auto Sector – Attractive valuation with likely resilient earnings |
| 【Company Research】JD.com (JD US) - Driving user growth and user experience improvement |
| 【Company Research】BYDE (285 HK) - Market concerns overdone; Strong NEV and Jabil mobile synergies ahead |
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