【Company Research】Luckin Coffee (LKNCY US) - Sales are booming but costs are also rising |
【公司研究】中国生物制药 (1177 HK) - 创新管线价值重估,制药龙头华丽转身 |
【Sector Research】Technology - Global AI glasses: Ray-Ban Meta upbeat in 1H25, Xiaomi 500k target and Quark Glasses launch |
【Company Research】New Oriental (EDU US) - Revenue growth decelerates; more focus on profitability and shareholder return in FY26 |
【Company Research】WuXi AppTec (603259 CH) - Impressive growth amid uncertain environment |
【行业研究】互联网 - WAIC大会:聚焦科技创新、普惠、协同共治 |
【公司研究】三生制药 (1530 HK) - 辉瑞宣布快速推进707全球临床,拓展联用潜力 |
【Company Research】Tongda (698 HK) - 1H25 preview: expect earnings turnaround on track |
【Company Research】AAC Tech (2018 HK) - 1H25 preview: structural upgrade cycle across multiple segments |
【Company Research】Zhejiang Dingli (603338 CH) - 2Q25 profit grew 19% YoY but largely on FX gains |