【Company Research】CGN Mining (1164 HK) - Uranium price gap likely to further narrow, a key catalyst for CGN Mining |
【Company Research】InnoCare Pharma (9969 HK) - Autoimmune pipeline holds potential for global markets |
【Company Research】Tencent (700 HK) - 1Q25 results beat; AI accelerates business growth |
【行业研究】半导体 - 主题投资与大趋势:海外云厂商一季度资本支出展现强劲韧性 |
【Company Research】JD.com (JD US) - Escalating investment to drive for food delivery business expansion |
【Sector Research】Semiconductors - Thematic investing and megatrends: Resilient 1Q25 capex among hyperscalers |
【Company Research】TME (TME US) - Inline 1Q25 results; online music business maintains solid momentum |
【Sector Research】Technology - Implications of China-US tariff reduction |
【公司研究】华虹半导体 (1347 HK) - 1Q25业绩符合预期,毛利率持续承压 |
【Sector Research】Capital Goods - Solid growth of earth-moving machinery sales in Apr; Expect momentum to continue in May |