China Technology–Global fabless／IDM 3Q23 wrap： PC／SP recovery, auto／ industrial mixed; Eye on Edge AI as new growth driver
mckinsey-china-auto-consumer-insights-2019
Auto:Leading indicators show Jun MoM sales growth
China Auto Sector – May NEV likely to hit second highest in history
电子行业-4Q17台积电营运点评及供应链分析：预计1H18智能手机暂不乐观,2018年靠HPC/IOT/Auto成长
Auto: Chinese brands’ 2Q earnings could be resilient
China Auto Sector – Jan NEV likely in line or slightly miss; Li Auto beat
China Auto Sector–Aug discounts widened slightly MoM
China Auto Sector: Nov leading indicators’ slower MoM growth partially reflected in mild Nov NEV sales
电气设备行业跟踪点评：大众发布NEW AUTO战略，坚定实现电气化、数字化转型
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