-
招银国际-玄武云-02392.HK-Investing in CRM SaaS-230417
2023-04-17
作者:Marley Ngan,Bowen Li
评级:
页数:8 页
-
招银国际-海康威视-002415-Taking time to recover-230417
2023-04-17
作者:Marley Ngan,Bowen Li
评级:
页数:11 页
-
招银国际-商汤-W-00020.HK-Unveiled large model SenseNova with live demo-230411
2023-04-11
作者:Marley Ngan,Bowen Li
评级:
页数:12 页
-
招银国际-商汤-W-00020.HK-Leading in the China large AI model race-230329
2023-03-29
作者:Marley Ngan,Bowen Li
评级:
页数:10 页
-
招银国际-用友网络-600588-Concern on the higher R&D capitalization-230327
2023-03-27
作者:Marley Ngan,Bowen Li
评级:
页数:11 页
-
招银国际-广联达-002410-Clear roadmap to digitalize the construction value chain-230327
2023-03-27
作者:Marley Ngan,Bowen Li
评级:
页数:11 页
-
招银国际-金蝶国际-00268.HK-SaaS and Xinchuang both in good shape-230317
2023-03-23
作者:Marley Ngan,Bowen Li
评级:
页数:11 页
-
招银国际-Software & IT Services: Implications of Huawei MetaERP-230320
2023-03-21
作者:Marley Ngan,Bowen Li
评级:
页数:3 页
-
招银国际-Focus on quality growth with cautious expansion plan-230316
2023-03-16
作者:Marley Ngan,Bowen Li
评级:
页数:10 页
-
招银国际-万国数据-SW-09698.HK-Focus on quality growth with cautious expansion plan-230316
2023-03-16
作者:Marley Ngan,Bowen Li
评级:
页数:10 页
-
招银国际-中国软件国际-00354.HK-US is reviewing Huawei export license policy-230302
2023-03-02
作者:Marley Ngan,Bowen Li
评级:
页数:8 页
-
招银国际-广联达-002410-Clear operating leverage from SaaS-230221
2023-02-22
作者:Marley Ngan,Bowen Li
评级:
页数:6 页
-
招银国际-金蝶国际-00268.HK-Bidding data implied accelerated software substitution-230214
2023-02-14
作者:Marley Ngan,Bowen Li
评级:
页数:8 页
-
招银国际-用友网络-600588-Distressed margin with non-standardized cloud-230201
2023-02-01
作者:Marley Ngan,Bowen Li
评级:
页数:11 页
-
招银国际-China Software & IT Services: Year of rabbit: still about localization-230120
2023-01-20
作者:Marley Ngan,Bowen Li
评级:
页数:4 页
-
招银国际-中国软件国际-00354.HK-Benefiting from localization trend with KaihongOS-230112
2023-01-12
作者:Marley Ngan,Bowen Li
评级:
页数:11 页
-
招银国际-China Software & IT Services: China IaaS + PaaS growth slowed further in 3Q22-221111
2022-11-11
作者:Marley Ngan,Bowen Li
评级:
页数:6 页
-
招银国际-用友网络-600588-Software localization adds uncertainty to cloud strategy-221028
2022-10-28
作者:Marley Ngan,Bowen Li
评级:
页数:10 页
-
招银国际-广联达-002410-Solid 3Q22 despite short-term GPM decline-221028
2022-10-28
作者:Marley Ngan,Bowen Li
评级:
页数:10 页
-
招银国际-Public security demand remained weak in 3Q22, limited near term impact from new US export rules
2022-10-20
作者:Marley Ngan,Alex Ng,Bowen Li
评级:
页数:11 页
-
招银国际-China Software & IT Services:Which stocks are less vulnerable to market volatility?-220929
2022-09-29
作者:Marley Ngan,Bowen Li
评级:
页数:4 页
-
招银国际-玄武云-02392.HK-Leading intelligent CRM service provider-220923
2022-09-23
作者:Marley Ngan,Bowen Li
评级:
页数:34 页
-
招银国际-China AI:U.S. may broaden AI chips export restrictions-220914
2022-09-15
作者:Marley Ngan,Alex Ng,Bowen Li
评级:
页数:5 页
-
招银国际-U.S. is restricting advanced GPU sales to China-220901
2022-09-02
作者:Marley Ngan,Alex Ng,Bowen Li
评级:
页数:4 页
-
招银国际-中国软件国际-00354.HK-FY1H22 beat, workforce restructuring in progress-220830
2022-08-31
作者:Marley Ngan,Bowen Li
评级:
页数:9 页