27 Dec 2024 06:51:23 ET │ 10 pages 1,417 Games Approved in 2024; 122/13 Domestic/Imported Games in Dec; 2 Games Each for Tencent & NetEase | --- | --- | --- | |-------------------------------------------------------|-------|-------| | | | | | | | | | Alicia Yap, CFA AC +852-2501-2773 alicia.yap@citi.com | | | | Nelson Cheung +852-2501-2728 nelson.cheung@citi.com | | | Highlights from domestic game batch and amendment note – 109/11/1/1 mobile/cross-platform/PC/console games were approved, including: 1) Anant ...

shuinu9870 shuinu9870 shuinu9870 更多一手调研纪要和研报数据加V： 更多一手调研纪要和研报数据加V： 更多一手调研纪要和研报数据加V： 更多资料加入知识星球：水木调研纪要 关注公众号：水木纪要 shuinu9870 shuinu9870 更多一手调研纪要和研报数据加V： shuinu9870 更多一手调研纪要和研报数据加V： ab 12 December 2024 Global Research First Read China Consumer Appliances Sector Expert call takeaways: DJI to tap RVC industry? A potential disruptor to the incumbents? shuinu9870 更多一手调研纪要和研报数据加V： 更多一手调研纪要和研报数据加V： Media report that DJI is planning to tap the RVC industry According to a media article, DJI, a leading drone manufactu ...

Thank you everyone for joining. We will be starting in just a couple of minutes. Thanks again for joining us. Stand by, we are about to begin. Welcome to Applovin's earnings call for the third quarter and it's September 30th, 2024. I'm David Hsiao, head of investor relations. Joining me today to discuss our results are Adam Farooqui, our co-founder, CEO, and chairperson, and Matt Stumpf, our CFO. Please note our SEC filings to date, as well as our shareholder letter and press release discussing our third qu ...

18 Nov 2024 20:06:24 ET │ 21 pages China Healthcare Time to buy leading China CXOs: Top picks WuXi AppTec & WuXi Bio CITI'S TAKE We believe that the highly anticipated potential YE24 legislation of the Biosecure Act should limit further downside to China CXO sector. As a result, we see now as the time to buy given: 1) LO investors may build new positions structurally when the legislation is finalized; and 2) contract liability and latest contract trends may imply a potential guidance lift in the next few mo ...

Flash | Buy Price (28 Oct 24 16:10) HK$52.75 Target price HK$70.00 Expected share price return 32.7% Expected dividend yield 1.9% Expected total return 34.6% Market Cap HK$167,656M US$21,577M 28 Oct 2024 11:13:43 ET │ 10 pages WuXi AppTec (2359.HK) 3Q24 First Take CITI'S TAKE WuXi AppTec reported 1-3Q24 revenue of Rmb27.7bn (-6% yoy or +4.6% excl. COVID-19 projects) and net profit of Rmb6.5bn (-19% yoy, or -14% yoy excl. one-offs), which beat our estimate, while net profit missed Visible Alpha consensus. GM ...

28 Oct 2024 19:26:51 ET │ 9 pages Citi Express | Hangzhou Robam Appliances (002508.SZ) 3Q24 Results Below Expectations; Focus on Sales Outlook in 4Q24E & Beyond 3Q24 came in at Rmb443m (-18% YoY) on 11% YoY sales decline, below market expectations. Awaiting more clarity on sales outlook in upcoming earnings call. Companies Mentioned: Hangzhou Robam Appliances (002508.SZ; Rmb23.95; 28 Oct 24; 15:00) Vincent YoungAC +852-2501-2738 vincent.young@citi.com See Appendix A-1 for Analyst Certification, Important Di ...

V i e w p o i n t | 28 Oct 2024 01:00:00 ET │ 14 pages Global Equity Strategy Global Approach to the US Election CITI'S TAKE The US election is fast approaching. While Trump and Harris are tied in national polls, Trump has gained momentum and is now favored in prediction markets. Popular Trump trades (long dollar, short rates, long US vs. RoW equities) have thus picked up steam. With market consensus seemingly coalescing around a "Red Sweep", this may limit near-term upside on Trump trades, while leaving ro ...

大早上好今天我们给大家汇报一下关于苹果AI的大模型的一些情况其实从苹果AI发布会到现在市场对苹果AI我想肯定也会有一些分歧包括不同行业的人去看苹果AI带来的潜在的变化大家对于带来变革的到底是一个变化还是变革本身也有分歧 第二的话呢变化的大小有分歧变革的量级也会有分歧就是是不是就是我们简单的去拍一下对苹果iPhone明年的销量或者说是价格的变化 是不是这么简单对吧当然如果这么简单那其实也不需要我们去研究了对吧小学生也可以算得出来但是这个派的10%也好20%也好这个呢其实没有任何依据对不对所以就像我们去研究之前研究英伟达产业链一样是一样的所以我们只要把英伟达的稍微需求研究好就可以了那么至于说你派多少quotes派多少光盘块的数量 其实呢都是结果它不是原因所以我们一定要去研究源头那我们去研究苹果AI产业链也是其实产业链的公司很白也没有什么太多的预期差源头是在于苹果AI本身所以我想的话呢就是最近包括昨天也一直跟客户交流就这次 整个这个全球AI最大的变化它在于是不是单一某一个环节的能力的要求或者说知识储备的要求它需要我们对电子通信计算机包括大模型算力算力里面又包括网络芯片 还有存储以及大模型各细节本身还有SaaS应用等 ...

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