| 【Sector Research】China Auto Sector – Improving leading indicators imply strong 4Q23 |
| 【Sector Research】China Technology Sector – Apple FY4Q23 beat on margins, resilient China iPhone sales, weak outlook for iPad/Wearablese |
| 【Sector Research】China Auto Sector – Oct discounts widened after 3Q23 earnings beat |
| 【公司研究】奈飞 (NFLX US) – 内容为王，AVOD+付费共享开启增长新引擎 |
| 【Company Research】Netflix (NFLX US) – Entering the AVOD space |
| 【Company Research】Yum China (9987 HK) – 3Q23 result missed and we will stay cautious |
| 【Company Research】Xiaomi (1810 HK) – 3Q23E preview: Resilient smartphone sales with margin expansion; maintain BUY |
| 【Company Research】BYDE (285 HK) – NDR Takeaways: Android upside, NEV ramp-up and Jabil synergies |
| 【Sector Research】China Technology – Implications of AMD 3Q23: PC recovery, smooth ramp-up of MI300 Series and AI PC opportunities |
| 【Company Research】Joinn Laboratories (6127 HK) – Wait longer for recovery |
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