3Q24 net profit +38% YoY, beat expectations; US remains the most promising market
Reiterated guidance but we remained cautious
Cloud revenue growth and AI related monetization remain keys to watch
China Policy: Credit growth remained tepid with easing policy ahead
Travel demand remains resilient
-China Technology–Global SPE 2Q23 Wrap： China demand remains resilient; Awaiting upcycle after 2023 slowdown
FMCG in China remains volatile but with clear signs of hope for 2023
Long-term prospects remain positive
Growth remains tepid with further policy easing ahead
China Technology–Apple launch event： iPhone 15／Apple Watch inline; Camera upgrade remains the major focus
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