China Technology: Switching from AI/ChatGPT to demand recovery, innovation and localization into 2Q23E
中国技术 – 从AI/ChatGPT转向需求恢复,创新和本地化进入2Q23E
2Q23E preview: net profit to rise 7% QoQ
2Q23E will be another market surprise
研究 2Q23E 丰富的管道
2Q23E有望出现转机。
Record high quarterly profit in 2Q23E
2Q23E earnings to grow 30-65%; recovery story intact
2Q23E V-shaped rebound to continue
Looking into 2Q23E rich pipeline