| 【Sector Research】Technology - Implications of US-Vietnam tariff deal; Apple supply chain to benefit most |
| 【Company Research】BeiGene (ONC US) - CDK4i showed preliminary efficacy while data still maturing |
| 【Sector Research】Capital Goods - HDT sales +29% YoY in Jun, better than expectation |
| 【Sector Research】Auto - New models to drive NEV sales in 3Q after a solid Jun |
| 【Company Research】Bosideng (3998 HK) - Prudent guidance but we are still confident |
| 【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 |
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