1Q23出口压力仍大,待环境优化拐点
Solid mobile games and margin improvement support strong 1Q23 results
1Q23利润增长35%,连接器龙头保持快速增长
2022表现亮眼,1Q23在手订单充裕
1Q23业绩超预期,新一轮产品周期有望开启
Weak 1Q23 as expected; Expect multiple drivers from iPhone/CPU socket/400G/EV in 2H23E
????1Q23公司预
中国互联网行业:视频行业1Q23回顾及展望:内容为王,变现提速
1Q23:通信、工控需求转弱影响营收
1Q23:去库存顺利;毛利率或见改善