【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 |
CMBI Fixed Income - LNGFOR: Passed through the repayment hump |
【Company Research】Black Sesame (2533 HK) - Robust 1H25 growth amid margin pressure; Maintain +ve long-term outlook |
【行业研究】中国医药 - 1H25业绩回顾:创新药保持强势,行业需求疲弱 |