【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 |
【Company Research】Jiumaojiu (9922 HK) - SSS recovery and store revamp on track |
【Sector Research】Capital Goods - Excavator demand slowed down in May; still positive on replacement cycle |
【行业研究】半导体 - 博通二季度业绩点评:业绩稳健,关注AI推理进展 |
【Sector Research】Semiconductors - Solid 2Q results for Broadcom; eyes on the development of AI inference |
【Company Research】SANY International (631 HK) - Early stage of earnings recovery + attractive valuation offer good entry point |
【Company Research】BYD (1211 HK/002594 CH) - Key takeaways from AGM |
【Company Research】DualityBio (9606 HK) - Emerging as a global leader in ADC innovation with next-gen platforms and strategic collaborations |
【公司研究】信达生物 (1801 HK) - ASCO点评:IBI363彰显成为下一代免疫疗法的潜力 |