团队稳定性提升，海外市场有望带来新增长曲线 产品渠道持续改革，期待业绩重拾向上 长短视频行业研究系列（二）深度报告：电商+广告业务高增长驱动，盈利能力持续向好 从本土到跨境，开启第二增长曲线把握跨境红利系列（一） 23Q4前瞻：短剧+电商旺季共推收入稳增，利润释放有望超预期 FY24半年报点评：短期盈利承压，期待24年新渠道增长 深度研究：专注智能硬件10余年，追求高品质和极致性价比 港股公司信息更新报告：业务扩张致短期利润率波动，成长边界继续拓宽 2023年四季报业绩点评：经调整物业EBITDA基本符合预期，看好普通中场持续释放增量 【首次覆盖报告】：全球航空租赁龙头，需求恢复+供给紧缩+利率优化三重共振机会

渠道库存健康，2023年增长可期 法兴窝轮日志 港股晨报 法兴牛熊证日志 Morning Research Focus 怂火锅逆势增长，看好多品牌扩张 业绩向上弹性大，运动品牌首选 预计2023年第二季度物业利用率将提高，“买入” 洪九果品22年年报点评报告：收入/利润同比+47%/34%，优势品类经验加速复制 新能源驱动增长 银河引领全面向新

Shipyards & Oil Services：BAB MK wins US$300 mn FSU job；Seadrill denies move to relinquish 30% Sete rigs stake Indonesia: March trade surplus widens on weak energy imports –watching for further policy easing as growth softens Feedback from tourism-related investment tour;reaffirms KPJ as one of our top country picks Historical Wireless Pricing Analysis Suggests Lower $/GB but Relatively Stable Prices Overall as Usage Increases North America Metals & Mining：Q1 Earnings Preview & Calendar Philippines: February remittances ease, FX translation effects may have had an impact Everbright Spot：What’s Inside Upgraded for a great year Korea: Jobless rate turned back down in March Multiple risks leading to sell-off