【信达国际】策略保持不变，FY25E指引表现尚可。.pdf

Solid 4Q24 results; further stepping up AI investments in FY25

FY2025Q1业绩点评：FY25Q1业绩超预期，FY25指引保守，关注AI终端和数据中心自研进展

FY2024业绩点评报告：AIPC新纪元开启，FY25各业务有望全线增长

Azerbaijan - Country Partnership Framework for the Period FY25-29

零售周观点：沃尔玛再次上调FY25业绩指引，普丽妍童颜针正式获批上市

FY25 to regain traction after 2H24 slowdown

4Q24 margins lay foundation for FY25 earnings

费率改善带动FY24净利超预期增长，FY25净利有望维持高增速

Positive profit alert in 1H24E; Strong order momentum to continue into 2H24/FY25E

ARM Q4FY24业绩速递：Q4业绩超预期，FY25全年指引略低于