【摩根士丹利】Morgan Stanley-China Banks 2Q24 Wrap Earnings remained largely stable, bu...-110098773.pdf

China Technology–Global fabless／IDM 2Q23 wrap： expect continued inventory correction for non-AI players; All eyes on NVDA 3Q23E guidance

China Real Estate Week 44 Wrap Property sales headed down in both primary and secondary markets

China Technology–Global fabless／IDM 3Q23 wrap： PC／SP recovery, auto／ industrial mixed; Eye on Edge AI as new growth driver

-China Technology–Global SPE 2Q23 Wrap： China demand remains resilient; Awaiting upcycle after 2023 slowdown

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