2Q24 beat on EV GPM and resilient core earnings; Reiterate BUY
Auto: Stable discounts imply resilient 3Q earnings
Internet | North America Where Are We Trading Now:After a Volatile and Difficult Week of Mega Cap Earnings
–Earnings cut and de-rating may end here
3Q24 earnings below expectations due to margin contraction
–3Q23 earnings beat on strong operating leverage and business innovation
ESOP targets stabilize earnings expectation but sentiment overhang remains
4Q22 Preview： earnings recovery remains bumpy; Maintain HOLD
2Q23 preview: solid earnings growth despite social entertainment business adjustment
Earnings risk not yet priced in
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