【招银国际】强劲的 1Q23 势头.pdf

Confidence increases after upbeat 1Q23 result

1Q23业绩改善，产能逐步释放

1Q23 dragged by higher investments and macro headwinds; Maintain BUY on 2H recovery

疫情下业绩韧性凸显，1Q23复苏势头强劲

Impressive 1Q23 earnings; U／G to BUY; More catalysts ahead

银行业：1Q23全年利润增速低点，资产质量整体稳健

1Q23新业务保费同比增长9%

1Q23业绩承压，长期看好8寸线和车规产品放量

网易1Q23：利润大超预期，游戏表现强劲，AI深度布局

中通快递：1Q23利润超预期，聚焦份额提升与成本优化1Q23