–1H23 weakness in-line; Lower TP on slower demand recovery
May Day Holiday Reignites Domestic Demand Momentum
China Construction Machinery／HDT2024 Outlook： Slowdown of overseas demand along with lack of growth in China; be selective
Overseas CXO/ life science upstream 2Q24 review: life science upstream continuing to expect demand recovery
China’s Economy：Cash Accumulating At Corporate Level,Demand Was Weak For Lack Of Willingness To Invest --Review On November Credit Data
NVIDIA FY3Q24: Another stunning quarter on robust AI demand; New chips to China in next few months
Reverse roadshow takeaways： high demand continues, Maintain Buy
Reversing from a loss in 2023 1H, but investors may demand more
China Policy – Credit demand softens as economic recovery slows
Japan A mixed picture of demand through 2Q
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