3Q23点评:流量季度新高,电商渐入佳境
Implications of ASML/LAM Research 3Q23 results
3Q23毛利率逐步企稳,产品与客户结构持续优化
3Q23毛利率持续改善,核心盈利能力显著提升
2023年三季报点评:1~3Q23利润增长12%;射频芯片应用向消费电子拓展
3Q23业绩会交流要点
特斯拉与新势力销量跟踪报告:3Q23特斯拉交付低于预期,9月新势力交付再度分化
–Robust 3Q23 power generation; controlling shareholder’s share increase plan demonstrates confidence
3Q23业绩有所波动,开展融资租赁业务盘活资产
–3Q23 earnings surged 120-200% YoY; Strong gas trucks sales continue to be key driver