China Technology–Global fabless/IDM 3Q23 wrap: PC/SP recovery, auto/ industrial mixed; Eye on Edge AI as new growth driver
RatingAction: Moody's affirms China'sA1 rating, changesoutlook tonegative from stable
China Economy: PMI contraction signals caution ahead
中国汽车China Automobiles:OpenAI发布AI对话模型ChatGPT,开启生成式AI商业化新机遇
China Technology Sector:Apple FY2Q23 beat on strong iPhone and EM; Positive on resilient performance amid headwinds
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China Policy–Credit rebounded with sign of economic stabilisation
China Internet: December online retail sales recap
China Technology – Semi field trip takeaways: darkness before dawn; fabless better positioned than SPE/materials