7M24 Monthly: Life momentum kept strong;P&C edged up by auto & non-auto rebounds
China Auto Sector – Strong June provides more confidence for 2H23
–Recent correction overdone; Accumulate for Apple’s share gain and auto/comm. momentum
Auto: Stable discounts imply resilient 3Q earnings
insightsinto-chinas-dynamic-auto-market-an-interview-with-hubertus-troska
计算机行业:Auto GPT横空出世,力推算力设施
更聪明的AGI:Auto-GPT测评
China Auto Sector – Jan NEV likely in line or slightly miss; Li Auto beat
Auto Distributors and Importers Need to Gear Up for the Future
China Auto SectorNEV sales volume MoM growth narrowed in Nov