【CTIA】How 5G Is Driving the Auto Industry Forward.pdf

Auto:Aug leading indicators may imply a solid Sep

策略：H股；百度：O2O野心； GCL / Prada / Autos; CKI / PAH合并

Semi–China CIS sector–Solid auto CIS growth offset by weak mobile CIS demand

China Auto Sector: All-time high sales for Li Auto, BYD, Aion, Leap

–NDR takeaways： Android recovery, auto／energy storage and Jabil mobility’s synergies

China Auto Sector–Oct discounts widened after 3Q23 earnings beat

China Auto Sector: Strong June provides more confidence for 2H23

China Auto Sector: Jul discount: Chinese narrowed, foreign widened

–Resilient 3Q23 despite macro headwinds; Positive outlook for auto and comm. business

Rewiring the Auto Industry for the Electric, Connected Future