【行业研究】医药 - 海外CXO/生命科学上游1Q24业绩剖析:订单走弱,但24下半年需求复苏仍是共识 |
【Company Research】Atour Lifestyle (ATAT US) - Guidance raised, backed by robust retail sales |
【行业研究】中国医药 - 重视设备更新的政策机遇 |
【Company Research】Weibo (WB US) - Ad revenue growth recovery still takes time |
【Company Research】Topsports (6110 HK) - This is likely a rocky-road turnaround |
【Company Research】Ke Holdings (BEKE US) - Eyeing on the pace of fundamental recovery post sentiment rebound |
【Company Research】Bilibili (BILI US) - Revitalizing business model; intact breakeven target |
【Company Research】NetEase (NTES US) - Inline 1Q24 results; upbeat on game revenue growth reacceleration in 2H24E |
【Company Research】Xiaomi (1810 HK) - 1Q24 beat on strong margins; Positive on upbeat SU7 delivery target |
【Sector Research】Semi - Nvidia: To keep growing for longer |