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- 2024-10-30 10:40:00Earnings recovery underway
- 2024-10-30 10:38:003Q results review: Solid revenue growth with lower margin
- 2024-10-30 10:37:00Solid Q3 earnings signal intact growth trajectory
- 2024-10-29 09:12:003Q24 earnings below expectations due to margin contraction
- 2024-10-29 08:56:00PCB outperformed CCL in 3Q; margin improved sequentially
- 2024-10-28 10:05:00Both semi/ODM segments showed turnaround signals with sequential gro……
- 2024-10-25 14:40:003Q24 recovery on track; Poised to benefit from XR/TWS/gaming product……
- 2024-10-24 13:47:00Solid 3Q with intact near-term prospects; Maintain BUY
- 2024-10-21 15:58:00地缘政治扰动有限，业绩企稳复苏
- 2024-10-15 15:12:00半导体：AMD “Advancing AI”大会回顾
- 2024-10-14 22:14:00Still positive, but wait for a better entry point after 3Q24E result……
- 2024-10-14 16:07:00美国经济：通胀放缓但略超预期
- 2024-10-08 10:17:00美国经济：PMI显示经济韧性与分化
- 2024-09-19 14:09:00美国经济：超预期幅度降息但指引偏鹰
- 2024-09-19 14:09:00互联网：2Q业绩总结及选股策略更新：确定性或仍为主线
- 2024-09-12 10:44:00《生物安全法案》靴子基本落地，业务有望保持稳健
- 2024-09-11 21:31:00全球经济：美元降息周期：前景与影响
- 2024-09-10 14:12:00半导体行业博通第三季度业绩回顾：业绩符合一致预期，未给市场带来惊喜
- 2024-09-04 07:54:00Resilient 1H24 performance amid market headwinds
- 2024-09-04 07:25:00Revenue grew while GPM deteriorated due to intense competition and c……
- 2024-09-04 07:22:00Robust performance in a challenging industry environment
- 2024-09-04 07:21:00Expect a better 2H24E but consensus remains high; Maintain HOLD
- 2024-09-04 07:19:001H24 results review： Challenging 1H; looking for recovery in 2H
- 2024-08-30 18:59:00半导体：英伟达2QFY25业绩回顾，重点关注Blackwell出货和利润率
- 2024-08-29 15:24:00Strong 1H24 results w/ double-digit growth across segments & meaning……
- 2024-08-29 14:57:00Best earnings among peers, strong momentum sustained
- 2024-08-29 09:44:00Solid 1H24 earnings; high copper price to have modest impact in near……
- 2024-08-28 14:31:00Robust earnings with margin expansion;Maintain BUY
- 2024-08-28 14:30:00Revenue acceleration with margin expansion in 2Q24; new products dev……
- 2024-08-28 13:41:00Boom lifts & US market remain the key drivers
- 2024-08-23 10:38:001H24业绩稳健，CIS业务持续复苏
- 2024-08-22 21:20:00Solid 1H24 results with continued recovery in CIS business
- 2024-08-21 21:45:00Solid GPM recovery in 1H24; Poised to benefit from “AI+XR” trend i……
- 2024-08-19 16:47:00美国经济：零售超预期缓解衰退担忧
- 2024-08-19 14:09:00Mixed 1H24 results
- 2024-08-16 14:24:00美国经济：通胀延续放缓
- 2024-08-09 20:15:00强劲基本面无惧市场波动，重申买入评级
- 2024-08-08 09:38:00Fundamentals remain strong despite recent market volatility, reitera……
- 2024-08-01 21:48:00美国经济：临近降息
- 2024-07-31 11:02:00Impressive order growth despite geopolitical uncertainties
- 2024-07-26 15:56:00装备制造：3,000亿元资金支持设备更新和消费品以旧换新
- 2024-07-12 20:29:001H24 profit alert points to solid 2Q results
- 2024-07-08 14:53:00美国经济：就业市场延续降温
- 2024-07-08 14:50:00互联网WAIC大会：聚焦产业发展、科学前沿、生态治理
- 2024-07-05 08:33:00美国经济：延续放缓
- 2024-06-27 10:10:00Impressive 618 with makeup brand making its debut to TOP 1; Maintain……
- 2024-06-14 15:30:00半导体：博通2Q24业绩回顾：AI热潮和VMware业务推动营收增长
- 2024-06-13 14:51:00美国经济：通胀重回降势，鸽派备受鼓舞
- 2024-06-11 18:49:00每日投资策略
- 2024-06-04 10:21:00全球经济：路演反馈
- 2024-05-29 10:01:00Key beneficiary of semiconductor localization
- 2024-05-28 15:43:00半导体：英伟达有望保持长期增长
- 2024-05-17 11:22:00美国经济：零售低于预期
- 2024-05-16 13:40:00美国经济：CPI重回缓慢降温趋势
- 2024-05-13 10:17:00中国医药：行业支持政策有望落地，业绩复苏可期
- 2024-05-09 07:46:00高端市场持续拓展，国际化战略快速推进
- 2024-05-06 16:49:00Steady 1Q performance amid challenging environment
- 2024-05-06 15:33:00美国经济：PMI显示经济放缓但物价反弹
- 2024-04-30 13:41:001Q24 net profit +40% YoY in line; solid growth outlook
- 2024-04-30 09:49:00海内外持续高端突破，业绩增长稳健
