【招银国际】China Internet:Release of pent-up demand aids robust travel and consumption recovery.pdf

China Internet – Release of pent-up demand aids robust travel and consumption recovery

NVIDIA FY3Q24: Another stunning quarter on robust AI demand; New chips to China in next few months

India’s Semiconductor Push: Building a Robust Chip Manufacturing Ecosystem

Guidance raised, backed by robust retail sales

–Robust 3Q23 power generation; controlling shareholder’s share increase plan demonstrates confidence

Robust travel demand in FY24E

Robust 3Q doubled in NBV and earnings growth

Robust recovery and store expansion ahead

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Solid online music business fuels robust earnings growth