| 【公司研究】巨子生物 (2367 HK) - 业绩超预期,持续发力线上渠道 |
| 【Company Research】Zhihu (ZH US) - Prioritizing breakeven target |
| 【Company Research】Weichai Power (000338 CH) - Key takeaways from post-results call |
| 【Company Research】SenseTime (20 HK) - Accelerating Generative AI monetization |
| 【Company Research】Yongda Automobiles (3669 HK) - 2H23 miss on GPM; cost control key to FY24E |
| 【Company Research】BOE Varitronix (710 HK) - Focus on high-end demand and overseas demand to drive recovery |
| 【Company Research】Glodon (002410 CH) - Focus on quality growth in FY24E |
| 【Company Research】Jiumaojiu (9922 HK) - Resilient margin in 2H23 with positive outlook |
| 【Company Research】FIT Hon Teng (6088 HK) - NDR takeaways: Opportunities in US$1.7bn server connector/cable market; Lift TP to HK$2.42 |
| 【Sector Research】Property - Weekly highlight: Tier-1 cities showed WoW recovery, YoY decline remains deep |