2Q23E V-shaped rebound to continue
Technology: AI Server and AI PC/smartphone supply chain set to continue strong momentum into 1H24E
Solid business growth momentum continues
China Economy: PMI contracted as policy easing continued
The Los Angeles Declaration Continues to Shape the Regional and Global Migration Response
China Policy – Credit expansion points to continuous economic recovery
Auto: Discounts continue to widen despite some OEMs’ intention to exit price war
Resilient travel consumption to continue
Expect strong growth to continue after the impressive 1H23; U／G to BUY
China Economy: Continued expansion of exports
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