【华泰证券】预期2Q高质量增长：游戏步入上行空间，支付业务增速或放缓.pdf

McCormick 2Q:25 Earnings Preview - transparency on tariffs could be the key to inviting investors in

2Q organic sales +15%; overall a mix bag but we see China strength a good trade

券商1Q23业绩综述：利润同比增8成，2Q关注财富管理及两融业务改善

2Q业绩迎来拐点，海外业务增长强劲

2Q业绩超预期,看好2H海外修复、国内延续靓丽成长

2Q业绩承压，宏观经济恢复

2Q营收表现好于预期，等待业务拓展升级

NBS数据或预示2Q电商GMV表现有望好于预期

2Q earnings beat; investment opportunities arise with overreaction on softened outlook

2Q遭疫情拖累，亏损环比扩大