CMBI Corp Day takeaways: Multiple growth drivers in AI server, AI PC/phone and AirPods in FY24/25E
FY23 大部分是在线 ; 预计在 FY24E 缓解逆风
FY24上半年业绩承压
Better 2H23 and FY24 as Mexico to turn profitable
FY24中期业绩逊预期,但运营收入保持增长
FY23超预期,FY24阿美乐驱动产品收入增速修复,上调目标价
Recent sell-off overdone; Positive on investments and margin recovery in FY24-25E
持续靓丽,再次上调FY24业绩指引
弹性 FY24E 指导和可观的股息
FY23 保持一致 ; FY24E 对 AI 服务器 / 网络 , EV 和 AirPods 的乐观前景