| 【Sector Research】Property - Policy speculation + favourable data release = stock uptrend with volatility; Suggest buying the dip |
| 【Company Research】New Oriental (EDU US) - Soft consumption weighs on demand for high-ASP businesses; intact long-term outlook |
| 【Company Research】Ping An (2318 HK) - Robust 3Q doubled in NBV and earnings growth |
| 【Company Research】FIT Hon Teng (6088 HK) - Beneficiary of GB200 server ramp in 4Q24E; Assessing the AI server opportunity |
| 【Sector Research】Technology - Global server supply chain: ODM/brands driven by H200/GB200 AI server ramp and general sever recovery |
| 【Company Research】iQIYI (IQ US) - Recovery still takes time |
| 【Company Research】Baidu (BIDU US) - Awaiting recovery of ads revenue growth |
| 【Company Research】ZTE (763 HK) - Stable GPM despite domestic telecom headwinds |
| 【公司研究】药明康德 (603259 CH) - 地缘政治扰动有限，业绩企稳复苏 |
| 【公司研究】贝克微 (2149 HK) - NDR会议总结 |
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