| 【Company Research】Jiumaojiu (9922 HK) - SSS recovery and store revamp on track |
| 【Sector Research】Capital Goods - Excavator demand slowed down in May; still positive on replacement cycle |
| 【行业研究】半导体 - 博通二季度业绩点评：业绩稳健，关注AI推理进展 |
| 【Sector Research】Semiconductors - Solid 2Q results for Broadcom; eyes on the development of AI inference |
| 【Company Research】SANY International (631 HK) - Early stage of earnings recovery + attractive valuation offer good entry point |
| 【Company Research】BYD (1211 HK/002594 CH) - Key takeaways from AGM |
| 【Company Research】DualityBio (9606 HK) - Emerging as a global leader in ADC innovation with next-gen platforms and strategic collaborations |
| 【公司研究】信达生物 (1801 HK) - ASCO点评：IBI363彰显成为下一代免疫疗法的潜力 |
| 【Sector Research】Auto - New models to stabilize Chinese OEMs’ discounts |
| 【Company Research】CGN Mining (1164 HK) - New pricing formula for off-take agreement a big surprise |
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