【申万宏源】全球资产配置热点聚焦系列之十三：这一次，美股谨慎“BUY THE DIP”.pdf

–2Q23 beat on record-high margin; Reiterate BUY

Earnings beat with double surprises on dividend payout; Maintain Buy

Expect higher contribution from AI revenue in 3Q; Upgrade to Buy

The flow show-Sell Hubris, Buy Humiliatio

Solid 3Q with intact near-term prospects; Maintain BUY

Expect strong growth to continue after the impressive 1H23; U／G to BUY

Yanlord：Resilient FY22 results and business model; maintain Buy

Strategic restructuring in the light of ongoing destocking challenges,maintain the rating of “BUY” and slash the TP to HKD 0.53/share

Solid 1H24 with balanced sources of growth, maintain BUY

Fundamentals remain strong despite recent market volatility, reiterate BUY