Expecting steady cloud revenue growth
Overseas CXO/ life science upstream 2Q24 review: life science upstream continuing to expect demand recovery
China Technology Sector – Apple FY1Q23 miss on macro and supply chain issues; Expect weakness to persist in near term
China Auto Sector – Jun leading indicators： NIO weaker than expected
Net profit +3.5x YoY in 2022 but below expectations; Attractive yield of 20%
Is High Debt Constraining Monetary Policy? Evidence from Inflation Expectations
1H24E preview: Expect solid growth on iPad/iPhone cycle, Android recovery and NEV orders
FY22 net margins better than expected
Sales exceeding expectations and achieving non-GAAP profitability
Expect solid 2023E earnings; Higher free float to boost valuation
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