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招银国际-深南电路-002916-FY23 results beat helped by better 4Q-240318
2024-03-18
作者:Lily Yang,Kevin Zhang
评级:
页数:6 页
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招银国际-Broadcom: AI revenue to achieve 35% of semi revenue or US$10bn+ run rate in FY24-240311
2024-03-11
作者:Lily Yang,Kevin Zhang
评级:
页数:5 页
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招银国际-中兴通讯-000063-Improved margins in 2023-240311
2024-03-11
作者:Lily Yang,Kevin Zhang
评级:
页数:6 页
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招银国际-中兴通讯-00763.HK-Improved margins in 2023; expect steady growth in 2024-240311
2024-03-11
作者:Lily Yang,Kevin Zhang
评级:
页数:6 页
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招银国际-生益科技-600183-FY23 preliminary results review; expect gradual recovery in 2024-240228
2024-02-29
作者:Lily Yang,Kevin Zhang
评级:
页数:6 页
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招银国际-中兴通讯-00763.HK-MWC 2024: Industry moves towards developing 6G-240228
2024-02-29
作者:Lily Yang,Kevin Zhang
评级:
页数:3 页
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招银国际-Hyperscalers’ FY23 results review-240207
2024-02-18
作者:Lily Yang,Kevin Zhang
评级:
页数:11 页
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招银国际-Market outlook on optical transceivers-240126
2024-01-29
作者:Lily Yang,Kevin Zhang
评级:
页数:5 页
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招银国际-中际旭创-300308-True beneficiary in AI value chain-240126
2024-01-29
作者:Lily Yang,Kevin Zhang
评级:
页数:5 页
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招银国际-Semiconductor Sector: Thematic investing and megatrends: AI sales exposure reality check, by th
2024-01-15
作者:Lily Yang,Kevin Zhang
评级:
页数:15 页
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招银国际-CES 2024 wrap up-240110
2024-01-11
作者:Lily Yang,Kevin Zhang
评级:
页数:5 页
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招银国际-Semiconductor:Synopsys eyes on Ansys: a potential software giant in the making-240110
2024-01-10
作者:Lily Yang,Kevin Zhang
评级:
页数:3 页
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招银国际-生益科技-600183-Expect Shengyi to enter Nvidia supply chain in 2024-231214
2023-12-15
作者:Lily Yang,Kevin Zhang
评级:
页数:5 页
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招银国际-AI supply chain will continue riding the tailwind as Nvidia confirmed growth of data center int
2023-11-23
作者:Lily Yang,Kevin Zhang
评级:
页数:5 页
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招银国际-Hyperscalers to deploy more custom AI chips to optimize&integrate AI infrastructure for max
2023-11-17
作者:Lily Yang,Kevin Zhang
评级:
页数:3 页
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招银国际-Will Humane’s AI-powered screenless device become the successor to smartphones?-231114
2023-11-14
作者:Lily Yang,Kevin Zhang
评级:
页数:3 页
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招银国际-Thoughts on Nvidia’s customized AI chips for China-231110
2023-11-13
作者:Lily Yang,Kevin Zhang
评级:
页数:2 页
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招银国际-Technology -Hardware/Semi-: Thematic investment & megatrend: CSP3 & Meta ramp up spendi
2023-11-13
作者:Lily Yang,Kevin Zhang
评级:
页数:14 页
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招银国际-卓胜微-300782-Impressive 3Q results; Maintain BUY-231101
2023-11-02
作者:Lily Yang,Kevin Zhang
评级:
页数:6 页
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招银国际-深南电路-002916-Pending industry recovery with in-line 3Q results-231030
2023-10-30
作者:Lily Yang,Kevin Zhang
评级:
页数:6 页
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招银国际-韦尔股份-603501-Expect strong 3Q momentum to continue;Upgrade to BUY-231030
2023-10-30
作者:Lily Yang,Kevin Zhang
评级:
页数:5 页
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招银国际-闻泰科技-600745-3Q results confirmed ODM back on track; poised for further growth-231027
2023-10-27
作者:Lily Yang,Kevin Zhang
评级:
页数:4 页
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招银国际-中兴通讯-000063-Mixed 3Q results-231026
2023-10-26
作者:Lily Yang,Kevin Zhang
评级:
页数:5 页
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招银国际-中际旭创-300308-Expect higher contribution from AI revenue in 3Q; Upgrade to Buy-231020
2023-10-24
作者:Lily Yang,Kevin Zhang
评级:
页数:5 页
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招银国际-中际旭创-300308-Strong 3Q results on accelerating AI revenue-231024
2023-10-24
作者:Lily Yang,Kevin Zhang
评级:
页数:4 页