【行业研究】汽车 - 分析师路演反馈:路漫漫其修远兮 |
【Sector Research】Auto - May NEV retail share to hit 45%; NIO beat |
【Company Research】Salesforce (CRM US) - cRPO growth moderating on macro headwind |
【Sector Research】Semi - Global foundry sector stabilizing in 2024, modest recovery expected in 2025; initiate Hua Hong w/ BUY |
【Company Research】JOYY Inc (YY US) - Looking beyond 2Q24E’s soft seasonality |
【Company Research】Baozun (BZUN US) - A solid start with steady transition year |
【Company Research】Naura Technology (002371 CH) - Key beneficiary of semiconductor localization |
【Fixed Income Research】HRINTH: Will Huarong do another round of bond repurchase? |
【Company Research】Property - Weekly highlight: Awaiting more positive signs on property sales |
【Company Research】CSPC Pharmaceutical (1093 HK) - Accelerating growth in finished drug sales |