【行業研究】中國科技行業 – PCB行業預期上調,確認PCB、CCL行業景氣預期 |
【Company Research】JOYY Inc. (YY US) – FY21E guidance intact despite soft 2Q21E |
【Company Research】SF Holding-A (002352 CH) – Spin-off of intra-city instant delivery business to unlock value |
【公司研究】理想汽車 (LI US) – 改款上市有望繼續帶動交付量爬坡 |
【Company Research】Pinduoduo (PDD US) – A solid start |
【Company Research】Xiaomi (1810 HK) – 1Q21 strong beat on better margin; Reiterate BUY |
【行業研究】中國工程機械及重卡行業 – 接近上升周期頂點;下調恒立液壓,三一重工和重汽評級 |
【公司研究】金山雲 (KC US) – 乘着多雲部署的東風 |
【Company Research】CSPC Pharmaceutical (1093 HK) – Expect fruitful R&D and BD results |
【Company Research】Kuaishou (1024 HK) – 2Q21E rev to accelerate with better margin |