中国技术 – 从AI/ChatGPT转向需求恢复,创新和本地化进入2Q23E
Record high quarterly profit in 2Q23E
2Q23E will be another market surprise
More bullish on 2Q23E momentum
Looking into 2Q23E rich pipeline
研究 2Q23E 丰富的管道
2Q23E V-shaped rebound to continue
2Q23E NP to fall QoQ; Hyper margin key in 2H23
China Technology: Switching from AI/ChatGPT to demand recovery, innovation and localization into 2Q23E
2Q23E 预览 : 盈利复苏加速 ; 维持买入