A-Share Market Strategy Weekly: Market Expectations Going Up
Global HR Tech Report Q4 2024: $7.2 Billion invested in 2024 YTD and expected market volume to reach ~$29 billion this year
–Expect steady 3Q23 despite macro uncertainty
3Q NPAT boosted by net fair value gains; expect resilient full-year NBV upswing
2Q loss reduction trend better than expectation
【Sector Research】China Property Sector–NBS Jun data： weak as expected, a tough 3Q ahead
China Pharmaceutical & Healthcare: Expecting global funding recovery in the coming quarters
Expect Shengyi to enter Nvidia supply chain in 2024
Turnaround is here but weaker than expected
Expect domestic business to rebound from 2025
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