| 【Company Research】Innovent Biologics (1801 HK) - Advancing a broad pipeline of next-generation therapies |
| 【Company Research】Alibaba (BABA US) - Offering of exchangeable bonds to support international business development |
| 【Sector Research】Technology - Implications of US-Vietnam tariff deal; Apple supply chain to benefit most |
| CMBI Fixed Income - FAEACO: Revisit the knowns and unknowns |
| 【Company Research】BeiGene (ONC US) - CDK4i showed preliminary efficacy while data still maturing |
| 【Sector Research】Capital Goods - HDT sales +29% YoY in Jun, better than expectation |
| 【Sector Research】Auto - New models to drive NEV sales in 3Q after a solid Jun |
| 【Company Research】Bosideng (3998 HK) - Prudent guidance but we are still confident |
| 【行业研究】软件 & IT服务 - 模型能力持续提升，商业化持续推进 |
| 【Company Research】Xiaomi (1810 HK) - Launch event takeaways: YU7, AI Glasses, MIX Flip 2 |
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