【招银国际】China Sportswear Sector – We expect prudent guidance but decent margins.pdf

Expect strong growth to continue after the impressive 1H23; U／G to BUY

China Economy: Exports continued to beat expectations with uncertainty ahead

Expect an improving trend after a weak 1Q24

China Policy – Credit growth is expected to rebound in 2023

Growth beat expectations with recovery underway

China Technology–Global fabless／IDM 2Q23 wrap： expect continued inventory correction for non-AI players; All eyes on NVDA 3Q23E guidance

CMS Strategy Weekly: Rate expectations see upward revision

Weak 2H22 as expected; IoT／auto CCM poised to drive recovery in 2023

3Q24 net profit +38% YoY, beat expectations; US remains the most promising market

1Q23 results beat and expect gradual recovery