| 【Company Research】Li Auto Inc. (LI US) – Mega could be a positive catalyst |
| 【Company Research】FIT Hon Teng (6088 HK) – 3Q23 earnings beat on better product mix and record-high GPM |
| 【Company Research】CR Power (836 HK) – Sep operating data recap |
| 【Company Research】FriendTimes Inc. (6820 HK) – Eye on upcoming launch of Twist of the Fate |
| 【Company Research】Ke Holdings (BEKE US) – Expecting a sequential recovery in 4Q |
| 【Sector Research】China Auto Sector – Improving leading indicators imply strong 4Q23 |
| 【Sector Research】China Technology Sector – Apple FY4Q23 beat on margins, resilient China iPhone sales, weak outlook for iPad/Wearablese |
| 【Sector Research】China Auto Sector – Oct discounts widened after 3Q23 earnings beat |
| 【公司研究】奈飞 (NFLX US) – 内容为王，AVOD+付费共享开启增长新引擎 |
| 【Company Research】Netflix (NFLX US) – Entering the AVOD space |
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