China Economy: Deflation mildly alleviated while consumer demand remained weak
Strong FY24 results; benefiting from the robust AI demand
China Technology–Implications of NVIDIA FY2Q24：AI demand strength poised to continue into 2024
Economics：TSF&CPI Missed Expectations，Property Demand Weakened
China Internet:Release of pent-up demand aids robust travel and consumption recovery
–1H23 preview：Better ASP to offset shipment weakness; Focus on demand recovery in 2H23E
Capital Goods: Construction machinery sales in Sep: Decent export growth; weak demand in China
Overseas CXO/ life science upstream 2Q24 review: life science upstream continuing to expect demand recovery
China’s Economy：Cash Accumulating At Corporate Level,Demand Was Weak For Lack Of Willingness To Invest --Review On November Credit Data
China Construction Machinery／HDT2024 Outlook： Slowdown of overseas demand along with lack of growth in China; be selective
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