拼多多（PDD）：1Q25 Earnings Missed, Business Adjustments Still Take Time
2H22 first take： weakness in-line; awaiting recovery
CLSA 中国科技： 工业富联：Before taking off： AI contribution offset by other business declines; still riding on AI trend
Take-Two互动软件（TTWO）：与首席执行官会面：有很多可期待之处
China Consumer – Positive takeaway from F&B distributors; but sector’s bull-run could take a breather from here
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The Great Revealing: Taking Competition in America and Europe Seriously
Predicting College Completion of Students Who Take the ACT With Accommodations
–Business adjustment impact likely taking time to be digested
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