【招银国际】Results inline; AI demand remains strong and unmet.pdf

China Property Sector – NBS 2M23 data： Strong as expected

Promoting Strong International Collaboration in Quantum Technology Research and Development

Expect strong sales in 2023 driven by the US approval of zanubrutinib in CLL

China Consumer Sector: Strong recovery and sustainability during CNY

Strong and sustainable non-COVID growth

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

Avnet Inc.:Strong execution offset by early signs of a cyclical downturn; FY2Q EPSrecap

–Strong 3Q results on accelerating AI revenue

Property: Weekly highlight: Strong WoW recovery at Mar end,policy relaxation continued

Solid mobile games and margin improvement support strong 1Q23 results