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- 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
- 2024-04-29 22:22:00公司一季度业绩为全年发展夯实了基础
- 2024-04-25 10:47:004Q23 & 1Q24 earnings in line; Staying positive on overseas growth
- 2024-04-24 13:16:004Q23&1Q24 earnings not exciting; but more positive drivers to come
- 2024-04-17 09:54:00美国经济：经济仍具韧性
- 2024-04-16 21:21:00做难的事，做对的事
- 2024-04-16 13:58:00Firmly implement the globalization strategy
- 2024-04-16 10:06:00Focus on VR/AR/gaming business and margin recovery in FY24/25E
- 2024-04-11 13:50:00美国经济：CPI连续超预期降低6月降息概率
- 2024-04-08 13:29:00美国经济：利率前瞻之二：长期利率中枢
- 2024-04-08 13:26:00美国经济：新增就业大超预期，供给改善或支持6月降息
- 2024-04-07 10:44:00美国经济：制造业重回扩张，服务业小幅放缓
- 2024-04-02 13:45:00Expect business rebound in 2024E
- 2024-03-27 11:04:00Key takeaways from post-results call
- 2024-03-26 11:18:004Q23 net profit +58% YoY; Payout increased to 50%; Higher earnings f……
- 2024-03-25 14:21:00New AWP capacity expansion plan to further enhance global competitiv……
