–1H23 results in line but AR remains a concern
2023E growth outlook remains intact
China Technology–Apple launch event： iPhone 15／Apple Watch inline; Camera upgrade remains the major focus
China Economy–Trade remains weak as base effect narrows its slump
Driving for quality growth remains key theme
Morgan Stanley-China Banks 2Q24 Wrap Earnings remained largely stable, bu...-110098773
Deflation pressure remains
China Sportswear Sector - Singles Day sales likely good but companies remain cautious
Results inline; AI demand remains strong and unmet
China EconomyGrowth momentum remained weak
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