【招银国际】2Q23E 预览 ： 盈利复苏加速 ； 维持买入.pdf

2Q23E preview: net profit to rise 7% QoQ

Looking into 2Q23E rich pipeline

2Q23E earnings to grow 30-65%; recovery story intact

Record high quarterly profit in 2Q23E

中国技术 – 从AI/ChatGPT转向需求恢复，创新和本地化进入2Q23E

China Technology: Switching from AI/ChatGPT to demand recovery, innovation and localization into 2Q23E

【Sector Research】China Catering Sector–Staying cautious after a disappointing 2Q23E

2Q23E NP to fall QoQ; Hyper margin key in 2H23

2Q23E V-shaped rebound to continue

2Q23E有望出现转机。