【浦银国际证券】季节性需求推动业绩超预期，预计FY24平稳增长.pdf

CMBI Corp Day takeaways: Multiple growth drivers in AI server, AI PC/phone and AirPods in FY24/25E

2024财年一季报点评：Q1 FY24业绩超预期，全球门店加速拓张，超级大店打开增长空间

苹果FY24 Q3业绩点评：业绩超预期，Apple Intelligence引领产业革命

令人印象深刻的 FY24E 指导 ， 收益率不错

Better 2H23 and FY24 as Mexico to turn profitable

短期销售复苏迅速，FY24业绩快速增长可期

1H24 VNB beat with margin recovery; expect total >US$7bn cash returns to shareholders in FY24

NDR 收获 ： FY24 / 25E 的多重增长动力和利润率恢复 ； 维持买入

Robust travel demand in FY24E

PHEVs key to FY24; Earnings likely still resilient