| 【公司研究】商汤科技 (20 HK) – 投资者交流日纪要 - 持续发展人工智能即服务模式 |
| 【Company Research】BOE Varitronix (710 HK) – Corp Day Takeaways: Chengdu auto display plant to drive growth in FY23E |
| 【Company Research】Baozun (BZUN US) – Focus on enhancing brand management |
| 【Company Research】iQIYI (IQ US) – Mild recovery with better margin ahead |
| 【Company Research】Xpeng Inc. (XPEV US) – Short-term negatives have been priced in |
| 【Company Research】BYDE (285 HK) – Corp Day Takeaways: 4Q recovery to continue; New growth drivers to accelerate in 2023 |
| 【Company Research】JOYY Inc. (YY US) – Margin surprise, with Shopline as next driver |
| 【Company Research】Xiaomi (1810 HK) – Corp Day Takeaways: smartphone destocking to continue into 4Q22E |
| 【Company Research】Bilibili (BILI US) – Focus on more sustainable growth |
| 【Sector Research】China Property Sector – Equity financing reopens to fuel another rally |