【Company Research】Tigermed (300347 CH) - Meaningful demand recovery in 1Q24 |
【Company Research】Microsoft (MSFT US) - AI related demand remained strong |
【Company Research】Yonyou (600588 CH) - Business adjustment impact gradually fading |
【行业研究】中国医药 - 行业持续反弹可期,政策环境全面改善 |
【公司研究】联影医疗 (688271 CH) - 高端市场持续拓展,国际化战略快速推进 |
【Company Research】Goertek (002241 CH) - 1Q24 earnings back on track; Positive on VR/AR/ gaming recovery in FY24/25E |
【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 |