| 【Company Research】FIT Hon Teng (6088 HK) - CMBI Corp Day takeaways: Multiple growth drivers in AI server, AI PC/phone and AirPods in FY24/25E |
| 【Company Research】Sunny Optical (2382 HK) - CMBI Corp Day takeaways: Positive on high-end upgrade, AI phone, ADAS hybrid lens and AR Glass outlook |
| 【Sector Research】Semiconductors - Thematic investing and megatrends: AI exposure update |
| 【Sector Research】Internet - AI and margin expansion still key themes |
| 【Company Research】Haidilao (6862 HK) - Our view on management changes |
| 【公司研究】巨子生物 (2367 HK) - 618收官，双品牌全渠道延续高增长 |
| 【行业研究】中国医药 - 医药行业估值吸引，看好医药新消费 |
| 【Company Research】Kuaishou (1024 HK) - Shelf-based ecommerce outperformed in 618 |
| 【Company Research】Sunny Optical (2382 HK) - Investor Day takeaways: High-end upgrade to accelerate in 2H24E; Edge AI to drive long-term growth |
| 【行业研究】互联网 - 1Q24行业业绩总结及三条投资布局主线 |
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