【中信证券】阿里巴巴FY1Q23盈利回顾：降本增效能力持续验证.pdf

阿里巴巴FY1Q23盈利前瞻：FY1Q23降本盈利见底

阿里巴巴：FY1Q23盈利前瞻：FY1Q23降本盈利见底

Apple FY1Q23 miss on macro and supply chain issues; Expect weakness to persist in near term

Wolfspeed FY1Q23业绩速览——–

China Technology Sector – Apple FY1Q23 miss on macro and supply chain issues; Expect weakness to persist in near term

电子行业专题研究：从苹果FY1Q23业绩看产业链

应用材料(AMAT)FY1Q23业绩交流纪要-美股20230217-调研纪要

Salesforce(CRM.N)FY1Q23盈利回顾：盈利增长意外后上调营业利润率指引

电子行业动态点评： 索尼FY1Q23启示，新图像传感器生产成本较高，或对同业有订单溢出效应