【招银国际】 1H23E earnings preview： All eyes on the Galaxy.pdf

2022 preview： Fruitful BD deals

–1H23E Preview： strong growth despite industry headwinds; expect back-loaded in 2H23E

1H24 preview： margin weakness priced in; expect gradual ASP/margin recovery in 2H

FY22 preview： 2H22 UW margin improvement

Auto: 4Q24 earnings preview: Growing divergence

–3Q preview： flattish rev／EBITDA growth

传媒行业周报：DeepSeek首款推理模型R1-Lite-Preview发布，关注AI应用

QIYI Inc(IQ.US)4Q21 Preview 运营优化缓解顶线疲软

医药：Results preview

–1H23 preview：Better ASP to offset shipment weakness; Focus on demand recovery in 2H23E