【Company Research】BeiGene (BGNE US) – Strong sales momentum continued in 3Q |
【公司研究】宝尊电商 (BZUN US) – 分析师大会:GAP战略推进,焕新提效显著 |
【Sector Research】China Internet – Trends observed from this year’s Double 11 shopping festival |
【Sector Research】Technology (Hardware/Semi): Thoughts on Nvidia’s customized AI chips for China |
【Sector Research】China Technology – SMIC/Hua Hong Semi 3Q23: in-line revenue; ASP/GPM pressure to persist into 4Q23E |
【Sector Research】Technology (Hardware/Semi): Thematic investment & megatrend: CSP3 & Meta ramp up spending to stay at the AI front line |
【Fixed Income Research】HRINTH: The repurchase focuses changed? |
【Company Research】Hutchmed (13 HK) – Big milestone achieved with fruquintinib successfully approved by US FDA |
【Company Research】Weibo (WB US) – Soft consumption weighs on ad recovery |
【Company Research】Li Auto Inc. (LI US) – Mega could be a positive catalyst |