【行业研究】中国医药 - 中国创新药闪耀ASCO,重磅出海交易持续落地 |
【Company Research】AAC Tech (2018 HK) - Takeaways from mgmt. visit: Multiple growth drivers from optics, automotive and robotics |
【Company Research】ZhongAn (6060 HK) - HK Stablecoins outlook opens up the headroom for valuation re-rating; uplift TP to HK$20.4 |
【公司研究】贝克微 (2149 HK) - 潜在的EDA禁令不会阻碍公司成长 |
【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 |