Property: Weekly highlight: Strong WoW recovery at Mar end,policy relaxation continued
Solid mobile games and margin improvement support strong 1Q23 results
–3Q23 earnings beat on strong operating leverage and business innovation
Technology: AI Server and AI PC/smartphone supply chain set to continue strong momentum into 1H24E
China Consumer Sector – Strong recovery and sustainability during CNY
Strong sales performance in 2Q
200% YoY; Strong gas trucks sales continue to be key driver
–NDR takeaways：Strong order backlog in 2H23E; Solid pipeline to drive growth into FY24／25E
Strong sales in Q3, with a narrowed net loss
Quality growth strategy underpins strong earnings growth
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