2Q23:东风至,信心修复正当时
2Q23毛利率提升,与大客户签订产能保障协议助增长
达达集团:2Q23业绩符合预期,首次实现整体盈利��
扩量降本助2Q23扭亏为盈
2Q23:SPD营收占比下滑拉低毛利率
坚持战略定力,2Q23收入环比改善
【Sector Research】China Technology–2Q23 global smartphone shipment decline narrowed; Apple/OPPO/Transsion gained share
腾讯2Q23 Callback要点????VAS—游戏商业
2Q23业绩点评:国内门店扩张提速,品牌升级效果体现
【Sector Research】China Internet–Online game sector:rebounded in 2Q23