收入结构变化拖累1H23利润,关注2H23手机微棱镜业务放量
China Auto Sector: Strong June provides more confidence for 2H23
Q2表现符合预期,静待2H23旺季表现
业绩短期承压,静待2H23恢复
科技行业专题研究:功率2H23,海外业绩分化,关注SiC
–Homegrown brands likely to narrow loss in 2H23
2H23利润率修复可期
2H23不及预期,高品质发展目标延续
2Q23E NP to fall QoQ; Hyper margin key in 2H23
实际动销好于报表收入,2H23将继续优化投放节奏