【招银国际】–Eye on upcoming launch of Twist of the Fate.pdf

Headwinds in 4Q24 in both China & export;Eyes on policy-driven recovery in 2025

China Technology–Global fabless／IDM 2Q23 wrap： expect continued inventory correction for non-AI players; All eyes on NVDA 3Q23E guidance

–Solid 2Q23 earnings quality; Eyes on upmarket

2023 Investor Day： All eyes on profitability and smart EV business upside

Impairment as always; eyes on Aion’s upmarket

Eyes on post-COVID business recovery

China Technology–Global fabless／IDM 3Q23 wrap： PC／SP recovery, auto／ industrial mixed; Eye on Edge AI as new growth driver

Eyes on monetization potential and margin improvement trajectory

All eyes on 4Q24E for the room of re-rating

Eyes on the recovery and risk-reward