Apple FY1Q23 miss on macro and supply chain issues; Expect weakness to persist in near term
Sales of Comfy brand surpass expectations
Expecting inline 3Q revenue growth with upside coming from bottom line
Expect sequential improvement ahead
Expect Shengyi to enter Nvidia supply chain in 2024
Expecting sustainable profitability
A-Share Market Strategy Weekly: Market Expectations Going Up
Semi: Global foundry sector stabilizing in 2024, modest recovery expected in 2025; initiate Hua Hong w/BUY
Economics：TSF&CPI Missed Expectations，Property Demand Weakened
Weekly highlight: expect strong sales momentum to last longer
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