【招银国际】China Auto Sector – Strong June provides more confidence for 2H23.pdf

更聪明的AGI：Auto-GPT测评

China Auto SectorNov leading indicators’slower MoM growth partially reflected in mild Nov NEV sales

Weak 2H22 as expected; IoT／auto CCM poised to drive recovery in 2023

NDR takeaways：a bumpy 1H23 ahead; Auto／VR／ AR business to drive long-term growth

Auto: Stable discounts imply resilient 3Q earnings

–Recent correction overdone; Accumulate for Apple’s share gain and auto／comm. momentum

insightsinto-chinas-dynamic-auto-market-an-interview-with-hubertus-troska

China Auto SectorNEV sales volume MoM growth narrowed in Nov

计算机行业：Auto GPT横空出世，力推算力设施

信贷资产证券化2023年度展望：信贷资产证券化发行需求回落，产品构成以Auto ABS和NPL为主；疫情影响零售资产拖欠率和早偿率，但整体风险可控，继续关注防疫政策优化调整后资产的信用表现