Outperforming FY22E, promising FY23E and not-far-fetching FY25E target
4Q24 margins lay foundation for FY25 earnings
费率改善带动FY24净利超预期增长,FY25净利有望维持高增速
Positive profit alert in 1H24E; Strong order momentum to continue into 2H24/FY25E
ARM Q4FY24业绩速递:Q4业绩超预期,FY25全年指引略低于
Flat FY24 earnings, with FY25 set for double-digit growth
阿里巴巴FY25 Q1业绩前瞻:关注股东回报计划,静待货币化率拐点
英伟达FY25Q1业绩点评:Q1业绩和Q2指引超预期,B系列加快出货、预计FY25贡献显著
Solid 4Q24 results; further stepping up AI investments in FY25
FY2025Q1业绩点评:FY25Q1业绩超预期,FY25指引保守,关注AI终端和数据中心自研进展