- 2023-10-31 10:15:003Q23 weakness in line; Margin recovery on track into 4Q/FY24E
- 2023-10-30 14:25:00Pending industry recovery with in-line 3Q results
- 2023-10-30 14:15:00Business stabilizing from late September
- 2023-10-30 14:13:00Expect strong 3Q momentum to continue;Upgrade to BUY
- 2023-10-30 14:00:00Inflection point appeared, but structural improvement likely takes t……
- 2023-10-30 13:57:003Q23 earnings +53% YoY; A clean beat on a surprising margin expansio……
- 2023-10-30 13:57:00Sector headwinds continue to impact growth
- 2023-10-30 13:40:00三季度业绩凸显韧性,不改长期稳健预期
- 2023-10-27 16:47:003Q results confirmed ODM back on track; poised for further growth
- 2023-10-26 14:19:003Q rev/np -11%/40%; a significant miss
- 2023-10-26 14:05:00Mixed 3Q results
- 2023-10-24 16:53:00Expect higher contribution from AI revenue in 3Q; Upgrade to Buy
- 2023-10-24 16:42:00Robust 3Q23 power generation; controlling shareholder’s share incre……
- 2023-10-24 16:31:00Resilient 3Q23 despite macro headwinds;Positive outlook for auto and……
- 2023-10-24 16:08:003Q rev/np +13%/16%; mixed near-term outlook
- 2023-10-24 16:06:00Strong 3Q results on accelerating AI revenue
- 2023-10-24 10:04:003季度收入/净利润增长21%/24%;期待双十一发力
- 2023-10-16 17:37:003Q23 earnings surged 120-200% YoY; Strong gas trucks sales continue ……
- 2023-10-16 17:02:00美国经济:去通胀近期受阻,远期仍将延续
- 2023-10-12 09:34:0025省IVD试剂集采规则延续性强,促进国产替代
- 2023-10-10 15:52:00A defensive play with long runway for growth
- 2023-10-10 15:28:003Q prelim rev/np +28%/93%; estimates unchanged
- 2023-10-10 09:15:00美国经济:就业增长强劲,薪资增速放缓
- 2023-10-06 13:54:00美国经济:服务业保持扩张,制造业超预期回升
- 2023-09-28 15:35:00盈利能力维稳,保障净利额为全年首要目标
- 2023-09-22 10:02:00Expect modest sequential growth in 2H23
- 2023-09-22 09:58:00Soft 1H23 numbers suggest no immediate turnaround
- 2023-09-20 11:18:00每日投资策略
- 2023-09-19 13:43:00每日投资策略
- 2023-09-15 19:52:00美国经济:油价反弹助推零售和PPI
- 2023-09-15 14:03:00美国经济:美联储或暂停加息,但不会很快转鸽
- 2023-09-14 10:00:00每日投资策略
- 2023-09-13 15:47:00每日投资策略
- 2023-09-12 09:31:00Recent correction overdone; Accumulate for Apple’s share gain and a……
- 2023-09-11 10:12:00Sequential margin contraction indicates inventory digestions may per……
- 2023-09-08 11:09:00美国经济:PMI回升超预期,政策紧缩预期升温
- 2023-09-08 10:01:00向400元价格带发力,新系列推出助力品牌拓客
- 2023-09-07 14:37:00每日投资策略
- 2023-09-07 09:57:00Sound business operation; rising depreciation drags on earnings
- 2023-09-04 16:32:00美国经济:需求明显降温,但劳工供应缺口拖累去通胀
- 2023-09-01 19:07:00每日投资策略
- 2023-08-30 17:12:00业绩稳健增长,二季度常规业务复苏
- 2023-08-30 16:24:002Q rev/np +1%/3%; all eyes on cost savings
- 2023-08-29 17:22:002Q23 earnings +24%; Gross margin below expectations but likely rebou……
- 2023-08-29 17:04:00Investors focusing on 800G transceivers ramp-up after 1H23 results
- 2023-08-23 17:50:00中国医药行业研究:海外CXO 2Q23业绩综述:业绩出现分化;融资复苏尚需时……
- 2023-08-23 13:38:001H23 miss amid property sector headwind
- 2023-08-22 16:55:00每日投资策略
- 2023-08-22 14:43:002Q23 net profit +73% YoY in line; Arms race still good for equipment……
- 2023-08-18 13:57:002Q23 earnings +35% YoY in line; Boom lift in overseas the upcoming d……
- 2023-08-07 18:46:00美国经济:制造业与服务业持续分化
- 2023-08-03 10:09:002Q Rev/NP +20.4/21.0% as pre-announced
- 2023-08-02 10:02:00Green power giant forges ahead
- 2023-08-02 09:50:00Impressive margin improvement in 1H23
- 2023-08-02 09:50:00海外IVD收购再下一城,全球化进程提速
- 2023-07-20 10:14:00Full-year guidance unchanged
- 2023-07-17 13:13:00Record high quarterly profit in 2Q23E
- 2023-07-13 16:00:00美国经济:从九大先行指标看美国衰退风险
- 2023-07-10 11:10:00Earnings expectation is settling
- 2023-07-06 09:41:00Margin expansion in 23E; Volume growth in 24E