【招银国际】Expect higher ASP following China’s stimulus.pdf

Further Enhanced Stronghold Products, Expect Profit Recovery

–2023 guidance cut, expecting recovery in 2024

Expect an unexciting set of results in 1Q24E, potential recovery in 2H24E

Growth beat expectations with recovery underway

Core business recovery on track with more to expect on new initiatives

Expecting solid 4Q24 results driven by home appliance trade-in program

CMS Strategy Weekly: Rate expectations see upward revision

Can Fiscal Consolidation Announcements Help Anchor Inflation Expectations?

China Technology–Global fabless／IDM 2Q23 wrap： expect continued inventory correction for non-AI players; All eyes on NVDA 3Q23E guidance

1Q23 results beat and expect gradual recovery