| 【Sector Research】Technology - US tariff updates: Reciprocal tariff exemptions for smartphone /PC/server but new electronics tariff will come soon |
| 【Company Research】BOE Varitronix (710 HK) - Limited impact from tariff given low US exposure |
| 【Company Research】EVA Holdings (838 HK) - Poised to grow faster in FY25-26E |
| 【Company Research】JD.com (JD US) - Expecting solid revenue and earnings growth |
| 【Company Research】J&T Express (1519 HK) - Impressive volume growth in 1Q25; yet price competition in China remains a concern |
| 【公司研究】北方华创 (002371 CH) - 受益于半导体产业链加速本地化趋势的推动，2024年业绩保持稳健 |
| 【Company Research】Alibaba (BABA US) - Positive profitability growth of core e-commerce business likely to sustain |
| 【Company Research】Naura Technology (002371 CH) - Solid FY24 earnings amid accelerated semi supply chain domestication |
| 【Sector Research】China Insurance - Raised cap for insurer’s equity asset allocation could unleash max. RMB 1.7tn to stock market |
| 【行业研究】半导体 - 美国关税对中国半导体行业影响 |
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