Morgan Stanley-Tracking China’s Semi Localization Making progress in smart...-109082216

2024-07AI大模型14免费

📄 文件全名: 《Morgan Stanley-Tracking China’s Semi Localization Making progress in smart...-109082216.pdf》
🎯 适合读者: 战略规划行业研究员
📊 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: #LLM#GPT

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报告摘要

July 8, 2024 04:26 AM GMT Tracking China’s Semi Localization | Asia Pacific Morgan Stanley Taiwan Limited+

❓ 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。

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覆盖 2024 年,全文约 14。

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适合战略规划、行业研究员等读者参考。

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重点分析了LLM、GPT等议题。