Government AI Hire, Use, Buy (HUB) Roundtable Series – Roundtable 1: Government as a User of AI
Encouraging signs on both policy implementation and property sales, Reiterate buy
Chinese TMT： Buy XIAOMI 0’27, XIAOMI 30-31s, MEITUA 0’27 and PDD 0’25
Positive takeaways from plant visit; U／G to BUY
–1H23 profit warning; Maintain BUY on 2H gradual recovery
Earnings beat with double surprises on dividend payout; Maintain Buy
Expect strong growth to continue after the impressive 1H23; U／G to BUY
–2Q23 beat on record-high margin; Reiterate BUY
Semi: Global foundry sector stabilizing in 2024, modest recovery expected in 2025; initiate Hua Hong w/BUY
China Property Sector–NBS Oct data in line, Nov-Dec may continue to be weak on low buying sentiment
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