–Strong 3Q results on accelerating AI revenue
Strong AI capability to empower business growth
China Technology Sector – Apple FY2Q23 beat on strong iPhone and EM; Positive on resilient performance amid headwinds
China Property Sector – Feb sales a strong beat; Raise 2023 forecast
Quality growth strategy underpins strong earnings growth
Property: Weekly highlight: Strong WoW recovery at Mar end,policy relaxation continued
–NDR takeaways：Strong order backlog in 2H23E; Solid pipeline to drive growth into FY24／25E
200% YoY; Strong gas trucks sales continue to be key driver
Technology: AI Server and AI PC/smartphone supply chain set to continue strong momentum into 1H24E
China Consumer Sector – Strong recovery and sustainability during CNY
公众号
小程序
社群
公众号小程序社群