【招银国际】Positive on multiple growth drivers ahead despite near-term drags from Jabil integration.pdf

Positive on Android recovery, Apple share gain and non-smartphone biz order wins

China Technology Sector:Apple FY2Q23 beat on strong iPhone and EM; Positive on resilient performance amid headwinds

off overdone; Positive on investments and margin recovery in

Positive profit alert in 1H24E; Strong order momentum to continue into 2H24/FY25E

Technology: National subsidies to expand to smartphones, tablets and smart watches; Positive on replacement demand

【Company Research】China Property Sector–Mildly positive if the government relaxes pre

Scale-down of solar power expansion plan a positive move

Positive in an uncertain world: Confident CEOs reskill companies for AI-driven growth

1H23 core profit +10% YoY; positive on the structural growth and mgmt. execution

1Q24 beat on strong margins; Positive on upbeat SU7 delivery target