【GEP】Why Technology Is the Missing Piece in Most CSRD Compliance Plan.pdf

–Little sign of profit turnaround after 2Q23 miss

–3Q rev／np -11%／40%; a significant miss

–1H23 missed, future growth under pressure

TSF & CPI Missed Expectations,Property Demand Weakened

–2Q23 GPM miss; Still a long way for healthy GPM

Economics：TSF&CPI Missed Expectations，Property Demand Weakened

China Auto Sector – Jan NEV likely in line or slightly miss; Li Auto beat

Hits and Misses of 2019: Digital Landscape in Television

Apple FY1Q23 miss on macro and supply chain issues; Expect weakness to persist in near term

周末社融数据今早降息预期miss等多个因素影响下指数低开后并没有再朝着反方向