| 【Sector Research】China Insurance - 4Q24 insurance funds: industry financial rate of return extended rally in a five-quarter streak |
| 【Company Research】Weichai Power (2338 HK/000338 CH) - Expect strong volume growth of engines for data centres |
| 【Sector Research】Technology - Implications of FII 2024 prelim results: AI server outlook remains robust in 2025 |
| 【Company Research】AIA Group Ltd. (1299 HK) - FY24 preview: OPAT back to growth trajectory; resilient VNB despite modest slowdown in 2H |
| 【Company Research】United Imaging (688271 CH) - Embrace AI: Deep collaboration with United Imaging Intelligence |
| 【行业研究】中国医药 - 药品价格政策有望优化，医疗AI加速商业化落地 |
| 【Sector Research】Semiconductors - Thematic investing and megatrends: Alibaba’s bold capex hike a boost to domestic AI infrastructure suppliers |
| 【Company Research】NetEase Cloud Music (9899 HK) - Enhanced user experience, monetization and profitability |
| 【Company Research】Luckin Coffee (LKNCY US) - Turning around in styles after the strong beat |
| 【Company Research】Willsemi (603501 CH) - True beneficiary of accelerating domestic AI innovation & autonomous driving penetration |
Address: 45th & 46th Floor, Champion Tower, 3 Garden Road, Central, Hong Kong
Telephone: （852）3900 0888 Fax:（852）3761 8788
Copyright © 2019-2025 CMB International Capital Corporation Limited. All rights reserved.
