【招银国际】China Auto Sector–Oct discounts widened after 3Q23 earnings beat.pdf

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

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

China Auto SectorNEV sales volume MoM growth narrowed in Nov

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

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

China Auto Sector – Strong June provides more confidence for 2H23

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

更聪明的AGI：Auto-GPT测评

Auto: Stable discounts imply resilient 3Q earnings