【行业研究】互联网 - 关注中国互联网软件板块估值提升的结构性机会 |
【Sector Research】Technology - Meta Connect 2025: Smart glasses launches continue to fuel supply chain innovation |
【公司研究】腾讯控股 (700 HK) - 腾讯2025全球数字生态大会:打造智能化与全球化增长引擎 |
【Sector Research】Technology - iPhone 17 pre-order takeaways: longer delivery lead times suggest stronger demand YoY |
【Company Research】Adobe (ADBE US) - 3QFY25 results review: better-than-expected AI monetization |
【Company Research】Zenergy (3677 HK) - Minimal legacy burden, operational efficiency, improving client mix to drive sales, profit |
【Sector Research】Technology - Apple launch event: iPhone 17 Air/AirPods Pro 3 as major highlights; limited price hike the key positive |
【Company Research】JNBY Design (3306 HK) - Sales trend improved but guidance is prudent |
【Company Research】Akeso (9926 HK) - OS data improved with longer follow-up |
【Sector Research】Semiconductors - Broadcom: Another beat-and-raise quarter on AI strength; AI rev growth to accelerate in FY26 |