Impairment as always; eyes on Aion’s upmarket
2023 Investor Day： All eyes on profitability and smart EV business upside
All eyes on 4Q24E for the room of re-rating
Eyes on monetization potential and margin improvement trajectory
–Eye on upcoming launch of Twist of the Fate
Eyes on post-COVID business recovery
China Technology–Global fabless／IDM 3Q23 wrap： PC／SP recovery, auto／ industrial mixed; Eye on Edge AI as new growth driver
Headwinds in 4Q24 in both China & export;Eyes on policy-driven recovery in 2025
–Solid 2Q23 earnings quality; Eyes on upmarket
China Technology–Global fabless／IDM 2Q23 wrap： expect continued inventory correction for non-AI players; All eyes on NVDA 3Q23E guidance
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