盈利1H同比扭亏,2Q环比小幅下滑
维达国际23H1线上直播要点总结:重视产品高端化战略,2Q盈利行至底
互联网:2Q业绩总结及选股策略更新:确定性或仍为主线
Steam ahead with doubled 2Q net profit and strong NBV uptrend; revise up TP
2Q earnings beat; investment opportunities arise with overreaction on softened outlook
1H24 profit alert points to solid 2Q results
设备收入高增驱动2Q业绩明显改善
2Q收入增长回暖,看好长期成长
- 2Q rev / np + 33% / 49% ; 强度延长至 2H
2Q业绩环比改善,拟定增夯实主业