【招银国际】2Q23 preview: solid earnings growth despite social entertainment business adjustment.pdf

1H24 preview： margin weakness priced in; expect gradual ASP/margin recovery in 2H

Auto: 4Q24 earnings preview: Growing divergence

1H24E preview： eyes on Android recovery and smart tech growth

基金量化观察：QwQ-Max-Preview、腾讯元宝T1金融文本分析测评

FY22 preview： 2H22 UW margin improvement

2022 preview： Solid business development through the bumpy 2022

4Q22 Preview： earnings recovery remains bumpy; Maintain HOLD

1H23 Preview: weak revenue amid industry headwinds; expect smartphone recovery in 2H23E

4Q preview: cFX/reported sales +12.1%/6.4%

–1H23E Preview： strong growth despite industry headwinds; expect back-loaded in 2H23E