业绩受多因素影响，期待下半年新品发力 海外汽车及零部件行业一周回顾：汽车库存水平仍位于警戒线之上 Earnings Review: 1H18 below expectations, sector outlook remains positive 海外消费品行业一周回顾：中报业绩喜人，坚定看好消费龙头 晨讯 Q2 performance even softer than previous guidance and market expectations. Wait for final resetting of expectations. July sales further weaken; more incentives Look forward to 4Q, new retail rollout Cotai needs more time to ramp up 2Q18 results largely in line