China Heavy Duty Truck:Weichai’s multi-cylinder engine sales +71% YoY;Market share gain continues Global fabless/IDM 3Q23 wrap: PC/SP recovery, auto/industrial mixed; Eye on Edge AI as new growth driver Good execution but rising concerns on price competition Fixed Income Daily Market Update Guidance raised and we stay positive in LT 3Q23 beat on GPM and resilient smartphone;Reiterate BUY on EV upside in FY24E Fixed Income Daily Market Update NVIDIA FY3Q24: Another stunning quarter on robust AI demand; New chips to China in next few months Release of pent-up demand as expected Clear growth path on resilient travel demand