China Economy – Growth slows sharply as confidence remains weak
China Macro Monitor – Growth momentum remained weak
China Economy: Deflation mildly alleviated while consumer demand remained weak
China EconomyGrowth momentum remained weak
–Weak revenue growth in the price; overseas growth story still intact
-香港--HKEX -388 HK- Resilient performance in weak market-221019
–1H23 preview：Better ASP to offset shipment weakness; Focus on demand recovery in 2H23E
China’s Economy：Rising Infrastructure Investment Prompted the Economy to Stabilize;Weak Property Investment is Still a Drag
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
公众号
小程序
社群
公众号小程序社群