【招银国际】China Technology – Apple MR： Long-awaited next “iPhone moment”.pdf

Await more details about Mona

Awaiting the fruition of overseas BD collaborations

2H22 first take： weakness in-line; awaiting recovery

Awaiting recovery of ads revenue growth

-China Technology–Global SPE 2Q23 Wrap： China demand remains resilient; Awaiting upcycle after 2023 slowdown