【行业研究】中国医药 - 1H24业绩回顾:整体增长疲弱,创新药表现强劲 |
【公司研究】腾讯控股 (700 HK) - 腾讯2024全球数字生态大会:AI助力企业增长 |
【Sector Research】Auto - Aug leading indicators may imply a solid Sep |
【Sector Research】Capital Goods - Excavator exports grew for the first time in 15 months |
【Sector Research】Auto - Will “Golden Sep” reoccur after a peaceful Aug? |
【Company Research】NIO Inc. (NIO US) - New brands unlikely to help NIO break even |
【Company Research】Technology - Apple Sep event preview: All eyes on AI integration with new iPhone 16/Watch/AirPods |
【Company Research】New Hope Services (3658 HK) - Robust expansion pace + anti-cyclical VAS; Maintain BUY |
【Company Research】CPIC (2601 HK) - Steam ahead with doubled 2Q net profit and strong NBV uptrend; revise up TP |
【Fixed Income Research】Seazen: IPs continue to matter |