| 【公司研究】农夫山泉 (9633 HK) - 下半年预测营收/净利略超预期，同增31%/39% |
| 【Company Research】Innolight (300308 CH) – True beneficiary in AI value chain |
| 【Sector Research】Semi – Market outlook on optical transceivers |
| 【Company Research】GigaCloud (GCT US) – More surprises to come |
| 【Sector Research】China Auto Sector – Attractive valuation with likely resilient earnings |
| 【Company Research】JD.com (JD US) - Driving user growth and user experience improvement |
| 【Company Research】BYDE (285 HK) - Market concerns overdone; Strong NEV and Jabil mobile synergies ahead |
| 【Company Research】Netflix (NFLX US) – Bullish on margin expansion and subs upside |
| 【Company Research】Sinotruk (Hong Kong) (3808 HK) – Big surprise on 2023E earnings; TP raised |
| 【公司研究】华润电力 (836.HK) - 发电良好，新能源装机提速容量电价积极影响可期 |
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