【招银国际】FY22E preview: page not yet turned.pdf

Auto: 4Q24 earnings preview: Growing divergence

2022 preview： Fruitful BD deals

1H24E preview： eyes on Android recovery and smart tech growth

1H24 preview： margin weakness priced in; expect gradual ASP/margin recovery in 2H

QIYI Inc(IQ.US)4Q21 Preview 运营优化缓解顶线疲软

传媒行业周报：DeepSeek首款推理模型R1-Lite-Preview发布，关注AI应用

–3Q preview： flattish rev／EBITDA growth

4Q23 earnings preview： NP to be flat QoQ

FY22 Preview： Strong execution of “3+3 Strategy”; Raise TP to HK$2.66

–1H23 preview：Better ASP to offset shipment weakness; Focus on demand recovery in 2H23E