–1H23 missed, future growth under pressure
中国汽车板块：7月新能源汽车销量：新能源汽车三巨头miss、Zeekr、Neta击败
–3Q rev／np -11%／40%; a significant miss
TSF & CPI Missed Expectations,Property Demand Weakened
–2Q23 GPM miss; Still a long way for healthy GPM
Hits and Misses of 2019: Digital Landscape in Television
China Auto Sector – Jan NEV likely in line or slightly miss; Li Auto beat
We see risks in 2H24E after the miss in 2Q24
利润略超预期，云业务小幅miss
Apple FY1Q23 miss on macro and supply chain issues; Expect weakness to persist in near term
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