2Q23E earnings to grow 30-65%; recovery story intact
–3Q23 earnings surged 120-200% YoY; Strong gas trucks sales continue to be key driver
4Q22 Preview： earnings recovery remains bumpy; Maintain HOLD
Semiconductors:Broadcom 2Q24 earnings surged on AI power and VMware integration
Auto: 4Q24 earnings preview: Growing divergence
Auto+AI to drive earnings growth
Earnings decline amid pricing pressure
Internet | North America Where Are We Trading Now:After a Volatile and Difficult Week of Mega Cap Earnings
Robust 3Q doubled in NBV and earnings growth
1Q24 core earnings beat estimates; Shifted to profitable growth strategy
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