|
27
MAY
|
公司深度：英伟达，从硬件GPU设计到软件CUDA+ Omniverse开发，建立人工智能和元宇宙生态系统
|
|
25
MAY
|
行业深度：自营拖累业绩，估值逼近历史底部
|
|
13
MAY
|
行业深度：地产产业链修复几成？哪些银行受益？
|
|
13
MAY
|
公司点评：海康威视（002415），稳定是内核，碎片化是方向，渠道价值显著低估
|
|
10
MAY
|
公司点评：WuXi AppTec, Q1 earnings are in line with estimates; high annual earnings growth visibility in 2022 is expected
|
|
29
APR
|
策略：Three types of companies worth attention from a prudent perspective
|
|
29
APR
|
行业深度：The opportunities in developing DCEP from the perspective of payment industry evolvement
|
|
29
APR
|
公司点评：BOSS Zhipin, To-C service drives up to-B revenue, releasing the growth potential in long-tail customers
|
|
29
APR
|
策略：As pandemic hit supply chains, which were the most affected industries and companies
|
|
29
APR
|
行业深度：Where is the ceiling of hair transplant industry, considering penetration and willingness change during generational transition
|