China’s Economy Weekly：Economy Showed Signs of Weak Stabilization, Growth Stabilizing Policies Accelerate
1H24 preview： margin weakness priced in; expect gradual ASP/margin recovery in 2H
China Technology Sector–Apple FY4Q23 beat on margins, resilient China iPhone sales, weak outlook for iPad／Wearablese
China Technology Sector – Apple FY1Q23 miss on macro and supply chain issues; Expect weakness to persist in near term
–1H23 weakness amid industry headwinds; Positive on margin recovery in 2H23／FY24E
Proxy of China’s consumption-led recovery; buying into any weakness for the next recovery wave
China’s Economy-HSBC PMI Rebounds, Economy Continues Pattern of Weak Stability：June HSBC Flash PMI Commentary
China’s Economy：Cash Accumulating At Corporate Level,Demand Was Weak For Lack Of Willingness To Invest --Review On November Credit Data
–1H23 preview：Better ASP to offset shipment weakness; Focus on demand recovery in 2H23E
–Weak revenue growth in the price; overseas growth story still intact
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