Apple FY2Q25 read-through: iPhone/China weakness and US$900mn tariff cost; Mixed outlook into 2H25E
Mixed signals from the knitwear products
China Economy: Mixed data exhibited unbalanced performance
FY22 results below; GPM recovery on better product mix
–3Q23 earnings beat on better product mix and record-high GPM
–3Q rev／np +13%／16%; mixed near-term outlook
China Technology–Global fabless／IDM 3Q23 wrap： PC／SP recovery, auto／ industrial mixed; Eye on Edge AI as new growth driver
产业观察76期：【新能源车产业跟踪】极氪MIX正式上市，小鹏汽车天玑5.4.0将正式亮相
通信电子行业周观点第51期：爱奇艺奇遇发布MIX VR一体机，百度发布全新DPU与AI芯片
Japan A mixed picture of demand through 2Q
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