China Technology: Switching from AI/ChatGPT to demand recovery, innovation and localization into 2Q23E
2Q23E 预览 ： 盈利复苏加速 ； 维持买入
【Sector Research】China Catering Sector–Staying cautious after a disappointing 2Q23E
2Q23E preview: net profit to rise 7% QoQ
2Q23E earnings to grow 30-65%; recovery story intact
中国技术 – 从AI/ChatGPT转向需求恢复，创新和本地化进入2Q23E
2Q23E有望出现转机。
Record high quarterly profit in 2Q23E
2Q23E will be another market surprise
More bullish on 2Q23E momentum
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