| 【Company Research】Luxshare (002475 CH) – Recent correction overdone; Accumulate for Apple’s share gain and auto/comm. momentum |
| 【行业研究】中国传媒与文娱行业 – 视频行业暑期分析: 文娱韧性复苏，长尾效应凸显 |
| 【Company Research】JNBY Design (3306 HK) – An all-rounded beat and an optimistic outlook |
| 【Company Research】EVA Holdings (838 HK) – Better 2H23 and FY24 as Mexico to turn profitable |
| 【Company Research】Tongda (698 HK) – Positive on Android recovery, Apple share gain and non-smartphone biz order wins |
| 【Company Research】Willsemi (603501 CH) – Sequential margin contraction indicates inventory digestions may persist till FY23E |
| 【Sector Research】Semi – China CIS sector – Solid auto CIS growth offset by weak mobile CIS demand |
| 【Fixed Income Research】China AMCs: Repayment matters more than reporting |
| 【行业研究】中国消费行业 – 半年报业绩以及下半年指引梳理 |
| 【公司研究】腾讯控股 (700 HK) – 腾讯全球数字生态大会：大模型赋能产业智能化 |
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