Fixed Income Daily Market Update Technology: Implications of Largan 3Q24 results Technology: Global server supply chain: ODM/brands driven by H200/GB200 AI server ramp and general sever recovery Property: MOHURD meeting below expectation; expect a volatile uptrend for the sector in 4Q Recovery still takes time Capital Goods: Who are trading the sector? Implications from CCASS data Beneficiary of GB200 server ramp in 4Q24E; Assessing the AI server opportunity Robust 3Q doubled in NBV and earnings growth 3Q24 sales volume accelerated to +21% YoY; on track to achieve target 每日港股导航