【招银国际】Capital Goods: Who are buying/selling the sector?.pdf

Positive on acquisition of Auto-Kabel Group; Reiterate BUY

1Q23 dragged by higher investments and macro headwinds; Maintain BUY on 2H recovery

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

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

Government AI Hire, Use, Buy (HUB) Roundtable Series – Roundtable 1: Government as a User of AI

Chinese TMT： Buy XIAOMI 0’27, XIAOMI 30-31s, MEITUA 0’27 and PDD 0’25

Semi: Global foundry sector stabilizing in 2024, modest recovery expected in 2025; initiate Hua Hong w/BUY

Third party expansion advances to higher-end level, maintain BUY

Capital Goods: Turning cautious on export market; D/G Sinotruk to HOLD; Maintain BUY on Weichai

TRADING BUY区间操作