Technology: National subsidies to expand to smartphones, tablets and smart watches; Positive on replacement demand
NVIDIA FY3Q24: Another stunning quarter on robust AI demand; New chips to China in next few months
Semi–China CIS sector–Solid auto CIS growth offset by weak mobile CIS demand
-China Technology–Global SPE 2Q23 Wrap： China demand remains resilient; Awaiting upcycle after 2023 slowdown
Structuring Demand for Lower-Carbon Materials: An Initial Assessment of Book and Claim for the Steel and Concrete Sectors
La demande en eau Prospective territorialisée à l’horizon 2050
China Technology: Switching from AI/ChatGPT to demand recovery, innovation and localization into 2Q23E
China Economy – Inflation declines as aggregate demand remains weak
China Policy – Credit demand softens as economic recovery slows
Improving CNY sales; Stay Neutral on demanding valuation
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