【招银国际】1H24E preview: Expect solid growth on iPad/iPhone cycle, Android recovery and NEV orders.pdf

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

Auto: 4Q24 earnings preview: Growing divergence

FY22 preview： 2H22 UW margin improvement

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

–3Q preview： flattish rev／EBITDA growth

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

FY22E preview: page not yet turned

医药：Results preview

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

–1H23E preview：new-car GPM could be a bottom