【申万宏源】全球资产配置热点聚焦系列之十三：这一次，美股谨慎“BUY THE DIP”.pdf

–Clear path to margin recovery; Upgrade to BUY

3QFY23 margin beat on cost control; Upgrade to BUY

Expansion outside Zhejiang to support GFA growth; Maintain BUY

中国化妆品——消费领域的皇冠上的明珠；用 Buy 发起 Botanee／ Proya／ Jahwa

Leading the healthcare AI revolution; Initiate with BUY

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

Government AI Hire, Use, Buy (HUB) Roundtable Series – Roundtable 2: Government as an Employer of AI Talent

Yanlord：Resilient FY22 results and business model; maintain Buy

Morgan Stanley-Thematics What to Buy Sell-110041889

Positive on acquisition of Auto-Kabel Group; Reiterate BUY