【华泰金融】NE：Larger-than-expected Tariff Cuts, Earnings Upside Likely.pdf

Margin dent from price cuts lingers into FY24-25

China Policy–RRR cut as continuous effort to restore confidence

–Limited long-term impact on commission rate cut for home transactions in Beijing

Cutting Carbon: How the Hybrid Model Can Slash Emissions

Fed Watcher One more cut before a more cautious approach-112063380

通信行业研究周报：苹果推出Final Cut Pro11；OpenAI25年1月推出新智能体Operater；百度发布AI眼镜

China Policy: RRR cut is a gift from new cabinet

–2023 guidance cut, expecting recovery in 2024

Cutting_Edge_2007_WEB

–Earnings cut and de-rating may end here