| 【Company Research】BaTeLab (2149 HK) - Potential EDA restrictions not to impede growth |
| 【Company Research】CSPC Pharmaceutical (1093 HK) - Large-scale BD out-licensing deals likely in near term |
| 【Company Research】BYDE (285 HK) - Takeaways from mgmt. visit: Apple order win, auto rapid ramp-up and AI server biz expansion |
| 【Company Research】SANY International (631 HK) - 1Q25 net profit surged 23% YoY, holding up better-than-feared |
| 【Company Research】Li Auto Inc. (LI US/2015 HK) - Facelifted Mega offers more confidence in BEVs |
| 【公司研究】Microsoft (MSFT US) - 微软2025 Build大会：构建开放AI智能体网络 |
| 【Company Research】Salesforce (CRM US) - 1QFY26 cRPO growth beats expectation; Data Cloud & AI momentum continues |
| 【Sector Research】Semiconductors - Nvidia’s 1Q beat and solid 2Q guidance confirm AI demand remains resilient |
| 【Sector Research】Semiconductors - Thematic investing and megatrends: China’s hyperscalers accelerate AI infra. buildout amid strengthening cloud demand |
| 【公司研究】贝克微 (2149 HK) - 配售完成，关注执行落地 |
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