| 【Company Research】JD.com (JD US) - Expecting an upbeat bottom line for 2Q results |
| 【Sector Research】Property - Weekly highlight: downside pressure in Jul-Aug |
| 【公司研究】百度 (BIDU US) - 全无人自动驾驶持续推进或有望显著推动UE提升 |
| 【Company Research】Anta Sports (2020 HK) - Stay cautious about FY24E after an inline 2Q24 |
| 【Company Research】FIT Hon Teng (6088 HK) - Share pressure overdone; Raise estimates for stronger AirPods/AI server upside |
| 【Company Research】Yancoal Australia (3668 HK) - Higher coal price assumptions after the fire incident at Grosvenor coal mine |
| 【行业研究】中国医药 - 创新药重磅利好政策落地 |
| 【行业研究】互联网 - WAIC大会：聚焦产业发展、科学前沿、生态治理 |
| 【Sector Research】Auto - Chinese brands’ 2Q earnings could be resilient |
| 【Sector Research】Auto - Jun indicators mixed as BYD, NIO outperformed |
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