–Consumer wallet share gain strategy boosted revenue and earnings growth
Earnings decline amid pricing pressure
Auto+AI to drive earnings growth
Internet | North America Where Are We Trading Now:After a Volatile and Difficult Week of Mega Cap Earnings
4Q22 Preview： earnings recovery remains bumpy; Maintain HOLD
–3Q23 earnings surged 120-200% YoY; Strong gas trucks sales continue to be key driver
Auto: 4Q24 earnings preview: Growing divergence
Semiconductors:Broadcom 2Q24 earnings surged on AI power and VMware integration
4Q24 margins lay foundation for FY25 earnings
2Q23 earnings preview： NP to rise QoQ in FY23E
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