Technology: Global AI smart glasses market set to kick off in 2025
每月SET策略
BYD is set to lead a new round of price war
Flat FY24 earnings, with FY25 set for double-digit growth
Auto: Sep NEV leading indicators set the tone for 4Q
4Q23 results set the tone for resilient FY24
National Day Holiday: Set Sail and Forge Ahead
–Net profit in 2Q23 +19% YoY; Higher R&D spending but still a set of good quality results