港股晨报 1H2023 Results In-Line; A Defensive Consumer Staples Pick With Improved Profit Margins 每天导读 23H1盈利超预期，看好下半年业绩持续释放 Expect shipment recovery on track in 2H23E;Maintain Hold on margin overhang 华中优质高教龙头，良好声誉推动规模扩张 高价位新品突破，业绩超预期兑现 23H1财报点评：净利润水平大超预期，直播业务调整、会员业务稳步增长 广告复苏超预期，AI引领商业化变革 2023中报点评：盈利能力修复，怂品牌表现亮眼