对 FY24 / 25E 业务复苏的积极影响
FY24E target maintained but we are cautious
FY24 着力提质增效与盈利提升
FY23E 预览 : 行业逆风主要被考虑在内 ; 等待 FY24E 复苏
CMBI Corp Day takeaways: Multiple growth drivers in AI server, AI PC/phone and AirPods in FY24/25E
FY24业绩高速增长
动销持续靓丽,再次上调FY24业绩指引
弹性 FY24E 指导和可观的股息
Recent sell-off overdone; Positive on investments and margin recovery in FY24-25E
–Looking into moderate recovery in FY24E