电商新消费研究系列之二：淘宝造物节，BUY+购物体验落地，关注摩登大道、柏堡龙投资机会
Improved independence with a recovered central SOE as parentco; Upgrade to BUY
The future of the customer journey: AI agents take control of the buying process
2Q24 beat on EV GPM and resilient core earnings; Reiterate BUY
Capital Goods: Who are buying/selling the sector?
Policy speculation + favourable data release = stock uptrend with volatility; Suggest buying the dip
欧洲品牌消费品奢侈品2023年增长前景+6%;历峰(Richemont) (CL-Buy);爱马仕出售
Impressive 1Q23 earnings; U／G to BUY; More catalysts ahead
Yanlord：Resilient FY22 results and business model; maintain Buy
Expansion outside Zhejiang to support GFA growth; Maintain BUY
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