–2Q23 preview： expecting strong recovery ahead
Results inline; AI demand remains strong and unmet
7M24 Monthly: Life momentum kept strong;P&C edged up by auto & non-auto rebounds
China Technology Sector:Apple FY2Q23 beat on strong iPhone and EM; Positive on resilient performance amid headwinds
–International expansion drove a strong beat for 3Q results
China Technology Sector – Apple FY2Q23 beat on strong iPhone and EM; Positive on resilient performance amid headwinds
–1H23E Preview： strong growth despite industry headwinds; expect back-loaded in 2H23E
Strong hospital business
Technology: AI Server and AI PC/smartphone supply chain set to continue strong momentum into 1H24E
200% YoY; Strong gas trucks sales continue to be key driver
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