| 【Company Research】FIT Hon Teng (6088 HK) - Beneficiary of GB200 server ramp in 4Q24E; Assessing the AI server opportunity |
| 【Sector Research】Technology - Global server supply chain: ODM/brands driven by H200/GB200 AI server ramp and general sever recovery |
| 【Company Research】iQIYI (IQ US) - Recovery still takes time |
| 【Company Research】Baidu (BIDU US) - Awaiting recovery of ads revenue growth |
| 【Company Research】ZTE (763 HK) - Stable GPM despite domestic telecom headwinds |
| 【公司研究】药明康德 (603259 CH) - 地缘政治扰动有限，业绩企稳复苏 |
| 【公司研究】贝克微 (2149 HK) - NDR会议总结 |
| 【Sector Research】China Insurance - 9M24 Monthly: Life growth normalized with highlights; P&C expected to see better UW profit |
| 【行业研究】中国医药 - 关注创新品种的医保机遇 |
| 【Sector Research】Capital Goods - Who are trading the sector? Implications from CCASS data (30 Sep – 18 Oct) |
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