We see risks in 2H24E after the miss in 2Q24
Apple FY1Q23 miss on macro and supply chain issues; Expect weakness to persist in near term
–3Q rev/np -11%/40%; a significant miss
China Technology Sector – Apple FY1Q23 miss on macro and supply chain issues; Expect weakness to persist in near term
–1H23 missed, future growth under pressure
TSF & CPI Missed Expectations,Property Demand Weakened
China Auto Sector – Jan NEV likely in line or slightly miss; Li Auto beat
周末社融数据今早降息预期miss等多个因素影响下指数低开后并没有再朝着反方向
Hits and Misses of 2019: Digital Landscape in Television
FY23 results missed and a moderate outlook