【摩根大通】JPMorgan-US Earnings Scorecard 2Q24 Earnings Update-109493093.pdf

–3Q23 earnings beat on strong operating leverage and business innovation

Expect solid 2023E earnings; Higher free float to boost valuation

2Q23 preview: solid earnings growth despite social entertainment business adjustment

Solid Q3 earnings signal intact growth trajectory

网易：3Q20 Earnings Call-20201119

1Q23 earnings miss on gross margin

–3Q23 earnings beat on better product mix and record-high GPM

3Q24 first take: Earnings in-line with solid margin recovery; Focus on GB200 products in 4Q24E

Earnings beat with double surprises on dividend payout; Maintain Buy

Solid cloud rev growth with improved earnings growth outlook for e-commerce business