–3Q23 earnings beat on strong operating leverage and business innovation
China Consumer Sector – Strong recovery and sustainability during CNY
Technology: AI Server and AI PC/smartphone supply chain set to continue strong momentum into 1H24E
Strong sales performance in 2Q
200% YoY; Strong gas trucks sales continue to be key driver
Property: Weekly highlight: Strong WoW recovery at Mar end,policy relaxation continued
Solid mobile games and margin improvement support strong 1Q23 results
Quality growth strategy underpins strong earnings growth
China Property Sector – Feb sales a strong beat; Raise 2023 forecast
–International expansion drove a strong beat for 3Q results