| 【Company Research】Amazon (AMZN US) - 2Q earnings beat; YoY margin expansion remains on track although the pace may slow |
| 【Sector Research】Technology - Apple 3QFY24 beat on strong iPad and services; Awaiting iOS18/Apple Intelligence launch in fall |
| 【Company Research】DPC Dash (1405 HK) - Outlook stays healthy after positive profit alert |
| 【Company Research】Hutchmed (13 HK) - Fruquintinib’s overseas sales beat |
| 【Sector Research】Auto - Likely first MoM rise for Jul NEV retail since 2021 |
| 【Company Research】Meta (META US) - 2Q24 earnings beat; intact FY24 earnings growth outlook despite AI investment |
| CMBI Fixed Income - NWDEVL: A step to resume access to capital markets |
| 【Company Research】New Oriental (EDU US) - Core educational business sustained strong momentum |
| 【Company Research】Microsoft (MSFT US) - Results inline; AI demand remains strong and unmet |
| 【Company Research】BaTeLab (2149 HK) - Key domestic analog patterned wafer player well positioned to have multiple years of growth ahead |
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