【Company Research】Vesync (2148 HK) - 1Q24 was slow but end-demand is healthy |
【Company Research】Luxshare (002475 CH) - FY23 in-line with better-than-feared 1H24 earnings guidance; Solid outlook ahead |
【Company Research】Meta (META US) - Launch of the AI investment cycle |
【Company Research】ServiceNow (NOW US) - Strong adoption of GenAI solutions |
【Company Research】Ping An (2318 HK) - 1Q24 NBV beat; Life OPAT y/y turned positive |
【Company Research】Zhejiang Dingli (603338 CH) - 4Q23 & 1Q24 earnings in line; Staying positive on overseas growth |
【Company Research】Great Wall Motor (2333 HK) - 1Q24 NP beat provides room for transformation |
【Company Research】New Oriental (EDU US) - Accelerating capacity expansion to address robust demand |
【公司研究】爱奇艺 (IQ US) - 2024世界大会: 超300部片单发布,精品内容上行 |
【Sector Research】Semi - Global SME investment set to accelerate on tech advancements, China localization; Initiate Naura w/ BUY |