【Company Research】Henlius Biotech (2696 HK) - Large potential in innovative pipelines |
【Company Research】Green Tea Group (6831 HK) - A casual Chinese cuisine leader of great value |
【Sector Research】Internet - Business model/competitive barrier back in focus |
【行业研究】中国医药 - 短期面临回调压力,寻找优秀公司的买点 |
【Company Research】Cafe De Coral (341 HK) - More time is needed for industry turnaround |
【公司研究】贝克微 (2149 HK) - 模拟IC优质标的,具备可持续增长潜力;目标价上调至93港元 |
【公司研究】迈瑞医疗 (300760 CH) - 数智化+流水化转型,打造增长新引擎 |
【Company Research】Adobe (ADBE US) - Inline 2QFY25 results; AI products on track to hit US$250mn ARR target by end-FY25 |
【Company Research】BaTeLab (2149 HK) - Analog IC gem with sustained growth potential ahead; TP lifted to HK$93 |
【行业研究】互联网 - 商业模式护城河及竞争壁垒有效性重回关注焦点 |