【招银国际】China Economy – Weak PMIs confirm downside pressure for growth.pdf

Confirmation of price cap and volume to remove overhang

Data release at ASCO further confirmed SKB264’s potential

–3Q results confirmed ODM back on track; poised for further growth

Weak PMIs confirm downside pressure for growth

Technology(Hardware／Semi)：AI supply chain will continue riding the tailwind as Nvidia confirmed growth of data center into 2025