Chinese Institutions Report
META-META.US（Meta Platforms, Inc.）-广告量价齐升，Meta AI打开业绩想象空间
$40.0
This Chinese report is about META.US.
赛热科技-SAIH.US（SAIHEAT Limited）：算能运营商引领数据中心变革，把握AI算力需求“超加速”
$30.0
This Chinese report is about SAIH.US.
阿里巴巴集团-BABA.US（Alibaba Group Holding Limited）：解决关于阿里云资本支出目标和前景的关键辩论
$30.0
This Chinese report is about BABA.US
Meta Platforms-META.US（Meta Platforms, Inc.）：Meta推陈出新，AI驱动广告3.0时代，掘金30亿用户红利
$30.0
This Chinese report is about META.US
Snowflake-SNOW.US（ Snowflake Inc.）：产品迭代显著增强，渠道调整基本完毕，在预算波动环境下预计保持韧性
$30.0
This Chinese report is about SNOW.US
Workday-WDAY.US（Workday, Inc.）：一体化架构驱动工具向平台转型，强化渠道合作提升研发&销售效率
$30.0
This Chinese report is about WDAY.US
直觉外科-ISRG.US（Intuitive Surgical, Inc.）：25Q1业绩双位增长，重点推进数字化布局
$30.0
This Chinese report is about ISRG.US
台积电-TSM.US（Taiwan Semiconductor Manufacturing Company Limited）：先进制程优势在扩大，首予买入
$70.0
This Chinese report is about TSM.US
Bloom Energy-BE.US（Bloom Energy Corporation）：2024年盈利及现金流首次转正，IDC有望带动公司订单增长进入拐点
$30.0
This Chinese report is about BE.US