【行业研究】软件 & IT服务 - 模型能力持续提升,商业化持续推进 |
【Company Research】Xiaomi (1810 HK) - Launch event takeaways: YU7, AI Glasses, MIX Flip 2 |
【Company Research】Coinbase (COIN US) - Favourable regulatory environment and improving utility fuel stablecoin outlook |
【Company Research】ZhongAn (6060 HK) - Placement may cause limited downside despite short-term volatilities |
【公司研究】固生堂 (2273 HK) - 收入增长快速复苏,门店扩张提速 |
【Company Research】Henlius Biotech (2696 HK) - Large potential in innovative pipelines |
【Company Research】Green Tea Group (6831 HK) - A casual Chinese cuisine leader of great value |
【Sector Research】Internet - Business model/competitive barrier back in focus |
【行业研究】中国医药 - 短期面临回调压力,寻找优秀公司的买点 |
【Company Research】Cafe De Coral (341 HK) - More time is needed for industry turnaround |