Turnaround continues after a resilient 3Q24
China Policy:New loans picked up as service economy continued to recover
China Policy – New loans picked up as service economy continued to recover
China Technology–Global fabless/IDM 2Q23 wrap: expect continued inventory correction for non-AI players; All eyes on NVDA 3Q23E guidance
China Technology–Implications of NVIDIA FY2Q24:AI demand strength poised to continue into 2024
Property: Weekly highlight: Strong WoW recovery at Mar end,policy relaxation continued
Rapid recovery in C&l’s gas sales; county new energy business continues to heat up
Technology: AI Server and AI PC/smartphone supply chain set to continue strong momentum into 1H24E
China Consumer Staples – Divergence continues
200% YoY; Strong gas trucks sales continue to be key driver