美国银行台湾半导体制造业资本支出削减反映的不确定性增加;3Q GPM 超前 L-T 引导完好无损
–1H23E preview：new-car GPM could be a bottom
–3Q23 earnings beat on better product mix and record-high GPM
Strong GPM expansion supported the breakeven in 2H22
1H24 首推 ： 受 GPM 和销售费用拖累的强劲收入增长
3Q24 GPM provides confidence for FY25 sales
–2Q23 GPM miss; Still a long way for healthy GPM
Positive profit alert alleviates GPM concerns; Upgrade to BUY
CMBI Corp Day takeaways: ASP/GPM upside driven by Android recovery and spec upgrade
2H21首发：GPM压力差于预期
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