Strong and sustainable non-COVID growth
China Property Sector：NBS Sep data： gloomy as expected, no strong rebound, only mild recovery in 4Q in our view
China Consumer Sector: Strong recovery and sustainability during CNY
Expect strong sales in 2023 driven by the US approval of zanubrutinib in CLL
China Auto Sector – Strong June provides more confidence for 2H23
Avnet Inc.:Strong execution offset by early signs of a cyclical downturn; FY2Q EPSrecap
Solid mobile games and margin improvement support strong 1Q23 results
Property: Weekly highlight: Strong WoW recovery at Mar end,policy relaxation continued
–Strong 3Q results on accelerating AI revenue
Results inline; AI demand remains strong and unmet
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