Weak PMIs confirm downside pressure for growth
Technology(Hardware／Semi)：AI supply chain will continue riding the tailwind as Nvidia confirmed growth of data center into 2025
Data release at ASCO further confirmed SKB264’s potential
Confirmation of price cap and volume to remove overhang
Semiconductors: Nvidia’s 1Q beat and solid 2Q guidance confirm AI demand remains resilient
–3Q results confirmed ODM back on track; poised for further growth
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