Internet | North America Where Are We Trading Now:After a Volatile and Difficult Week of Mega Cap Earnings
2Q earnings beat; investment opportunities arise with overreaction on softened outlook
–3Q23 earnings beat on strong operating leverage and business innovation
Solid 1Q24 with better 2H24 earnings ahead
Auto: Stable discounts imply resilient 3Q earnings
4Q23 earnings preview： NP to be flat QoQ
–Earnings in-line; Mgmt. changes imply a new round of expansion
4Q22 Preview： earnings recovery remains bumpy; Maintain HOLD
4Q23E earnings surged 31-71% YoY, above expectation
2Q23 earnings preview： NP to rise QoQ in FY23E
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