–2Q23 net profit +81% but largely due to low base & FX gain; Staying cautious on export
-China Technology–Global SPE 2Q23 Wrap: China demand remains resilient; Awaiting upcycle after 2023 slowdown
半导体行业:台积电2Q23符合预期,看好AI驱动周期复苏
汽车行业2Q23财报总结:成长、规模、原材料对冲价格战影响
–2Q23 preview: expecting strong recovery ahead
2Q23核心净利润增速环比改善
2Q23:营收/净利润环比显著改善
2Q23业绩增长进一步加速
医药行业:2Q23样本医院药品销售呈现环比改善趋势
2Q23收入指引超预期