China Consumer Sector – Strong recovery and sustainability during CNY
–2Q23 preview： expecting strong recovery ahead
China Economy – Exports strongly rebounded with uncertainty ahead
Promoting Strong International Collaboration in Quantum Technology Research and Development
A strong comeback in all channels since Mar
Expect strong growth to continue after the impressive 1H23; U／G to BUY
Inline 3Q23 results; strong music subscription revenue growth
Positive profit alert in 1H24E; Strong order momentum to continue into 2H24/FY25E
China Technology Sector:Apple FY2Q23 beat on strong iPhone and EM; Positive on resilient performance amid headwinds
Moving into 3Q23E strong pipeline
公众号
小程序
社群
公众号小程序社群