Morgan Stanley-Tracking China’s Semi Localization Making progress in smart...-109082216
July 8, 2024 04:26 AM GMT Tracking China’s Semi Localization | Asia Pacific Morgan Stanley Taiwan Limited+
报告摘要
July 8, 2024 04:26 AM GMT Tracking China’s Semi Localization | Asia Pacific Morgan Stanley Taiwan Limited+
报告信息
- 文件全名
- 《Morgan Stanley-Tracking China’s Semi Localization Making progress in smart...-109082216.pdf》
- 适合读者
- 核心数据
- Outperformers: Espressif +28.7%; Jiangsu Changjiang Electronics +15.5%; Montage +10.1%;
- Underperformers: Maxscend -19.9%; Unigroup Guoxin -14.1%; Starpower -13.6%;
- 124% YoY, even excluding June earnings, this is 22% ahead of our 1H24 earnings estimate
- of Rmb97mn (link). Montage 2Q24 earnings beat MSe/Consensus by 60%/32% (link). RF
- 核心议题
常见问题
《Morgan Stanley-Tracking China’s Semi Localization Making progress in smart...-109082216》主要包含哪些内容?
July 8, 2024 04:26 AM GMT Tracking China’s Semi Localization | Asia Pacific Morgan Stanley Taiwan Limited+核心数据:Outperformers: Espressif +28.7%; Jiangsu Changjiang Electronics +15.5%; Montage +10.1%;;Underperformers: Maxscend -19.9%; Unigroup Guoxin -14.1%; Starpower -13.6%;;124% YoY, even excluding June earnings, this is 22% ahead of our 1H24 earnings estimate。
这份报告由哪家机构发布?
本报告由Morgan Stanley发布,发布于 2024 年。
这份报告覆盖哪一年、篇幅多大?
覆盖 2024 年,全文约 14。
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本报告免费查阅,登录资料宝后即可在线获取完整内容。
这份报告适合哪些读者?
适合战略规划、行业研究员等读者参考。
报告涉及哪些关键议题?
重点分析了LLM、GPT等议题。
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