| 【Sector Research】Technology - Computex 2025 Takeaways: GB300 NVL72, liquid cooling, GPU/SOCAMM socket, AI PCs, DGX Spark |
| 【Company Research】Tongcheng Travel (780 HK) - 1Q earnings beat; on track to deliver solid full-year earnings growth |
| 【Company Research】BaTeLab (2149 HK) - Private placement completed, now eyes on execution |
| 【Company Research】Topsports (6110 HK) - Prudent guidance but strong cash flow & yield |
| 【Company Research】Baozun (BZUN US) - Quality revenue growth on track |
| 【Company Research】Xiaomi (1810 HK) - Key takeaways from product launch event: Self-developed 3nm SoC debut is the bright spot |
| 【Company Research】Kanzhun Limited (BZ US) - Hiring demand remains resilient; full-year earnings target unchanged |
| 【Company Research】iQIYI (IQ US) - Inline 1Q25 results; stepped-up content & marketing investment impacts ST margin |
| 【Company Research】Baidu (BIDU US) - Cloud revenue a strong beat; driving for more aggressive product innovation for search |
| 【Company Research】Palo Alto Networks (PANW US) - AI-related ARR continues ramping up |
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