招银国际证券有限公司

招银国际-Lily Yang 已收录85篇研报


Strong 3Q results on accelerating AI revenue
招银国际
Strong 3Q results on accelerating AI revenue
页数: 4页
股票: 中际旭创(300308)
行业: 通信设备
作者: Lily Yang Kevin Zhang
发布日期:2023-10-24
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Expect higher contribution from AI revenue in 3Q; Upgrade to Buy
招银国际
Expect higher contribution from AI revenue in 3Q; Upgrade to Buy
页数: 5页
股票: 中际旭创(300308)
行业: 通信设备
作者: Lily Yang Kevin Zhang
发布日期:2023-10-24
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A defensive play with long runway for growth
招银国际
A defensive play with long runway for growth
页数: 9页
股票: 中兴通讯(000063)
行业: 通信设备
作者: Lily Yang Kevin Zhang
发布日期:2023-10-10
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Soft 1H23 numbers suggest no immediate turnaround
招银国际
Soft 1H23 numbers suggest no immediate turnaround
页数: 6页
股票: 深南电路(002916)
行业: 电子元件
作者: Lily Yang Kevin Zhang
发布日期:2023-09-22
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Expect modest sequential growth in 2H23
招银国际
Expect modest sequential growth in 2H23
页数: 6页
股票: 生益科技(600183)
行业: 电子元件
作者: Lily Yang Kevin Zhang
发布日期:2023-09-22
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Sequential margin contraction indicates inventory digestions may persist till FY23E
招银国际
Sequential margin contraction indicates inventory digestions may persist till FY23E
页数: 6页
股票: 韦尔股份(603501)
行业: 半导体
作者: Lily Yang Kevin Zhang
发布日期:2023-09-11
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Investors focusing on 800G transceivers ramp-up after 1H23 results
招银国际
Investors focusing on 800G transceivers ramp-up after 1H23 results
页数: 5页
股票: 中际旭创(300308)
行业: 通信设备
作者: Lily Yang Kevin Zhang
发布日期:2023-08-29
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Preliminary 2022 results came in below estimate; Maintain HOLD
招银国际
Preliminary 2022 results came in below estimate; Maintain HOLD
页数: 4页
股票: 韦尔股份(603501)
行业: 半导体
作者: Alex Ng Lily Yang
发布日期:2023-01-16
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NWF divesture order will have trivial impact on operation; Will reinforce self-sufficiency trend
招银国际
NWF divesture order will have trivial impact on operation; Will reinforce self-sufficiency trend
页数: 4页
股票: 闻泰科技(600745)
行业: 消费电子
作者: Alex Ng Lily Yang
发布日期:2022-11-18
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3Q performance dragged by weak mobile; It is always darkest before dawn
招银国际
3Q performance dragged by weak mobile; It is always darkest before dawn
页数: 6页
股票: 卓胜微(300782)
行业: 半导体
作者: Alex Ng Lily Yang
发布日期:2022-11-03
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