NBS Oct data in line, Nov-Dec may continue to be weak on low buying sentiment Fixed Income Daily Market Update HRINTH：What are behind the name change？ Fixed Income Daily Market Update Hyperscalers to deploy more custom AI chips to optimize&integrate AI infrastructure for maximized performance 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 2023 guidance cut, expecting recovery in 2024