| 【Sector Research】Capital Goods - RMB300bn capital to finance equipment replacement |
| 【Company Research】ServiceNow (NOW US) - Strong cRPO growth and GenAI momentum |
| 【Company Research】Alphabet (GOOG US) - Inline 2Q24 results; GenAI gains traction |
| 【行业研究】中国医药 - DRG/DIP 2.0版本分组方案公布，持续利好创新 |
| 【Company Research】QuantumPharm (2228 HK) - Advanced quantum physics-based, AI-powered and robotics- driven company to accelerate drug and material discovery |
| 【Company Research】BOE Varitronix (710 HK) - 1H24 preview: margin weakness priced in; expect gradual ASP/margin recovery in 2H |
| 【Sector Research】China Insurance - 6M24 monthly: Life prints better-than-expected on high base; P&C dragged by auto sales |
| 【Company Research】Jiumaojiu (9922 HK) - We see risks in 2H24E after the miss in 2Q24 |
| 【行业研究】中国医药 - 政策利好持续兑现 |
| 【Company Research】Sunny Optical (2382 HK) - Positive profit alert alleviates GPM concerns; Upgrade to BUY |
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