Gearing up for new growth cycle; Raise TP to HK$72.52
CMBI Corp Day takeaways: iPad/iPhone cycle, NEV, AI servers and robotics
Earnings hurt by industry cycle; Parentco’s revival offers revaluation chance; Maintain BUY
Presentation：美联储降息周期开启，看好有色金属行业机会 Fed Rate Cut Cycle Begins: Opportunities in the Metals Industry
Rate Cycles
Macroprudential Policies and Capital Controls Over Financial Cycles
1H24E preview: Expect solid growth on iPad/iPhone cycle, Android recovery and NEV orders
Cycle 控股公司报告（英）
Li-Cycle Holdings Corp 2024年度报告
China Technology Takeaways of Intel AI Everywhere： Meteor Lake poised to unleash AI PC cycle in 2024
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