【申万宏源】全球资产配置热点聚焦系列之十三：这一次，美股谨慎“BUY THE DIP”.pdf

China TMT： Maintain buy XIAOMI’30-31s, XIAOMI 0’27(CB), MEITUA 0’27(CB), initiate buy on WB 3 3／8’30

Expect higher contribution from AI revenue in 3Q; Upgrade to Buy

China Property Sector–NBS Oct data in line, Nov-Dec may continue to be weak on low buying sentiment

–2Q23 beat on record-high margin; Reiterate BUY

Expect strong growth to continue after the impressive 1H23; U／G to BUY

Solid 1H24 with balanced sources of growth, maintain BUY

Earnings beat with double surprises on dividend payout; Maintain Buy

Positive takeaways from plant visit; U／G to BUY

1Q23 dragged by higher investments and macro headwinds; Maintain BUY on 2H recovery

Positive on acquisition of Auto-Kabel Group; Reiterate BUY