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 China Insurance: 9M24 Monthly: Life growth normalized with highlights; P&C expected to see better UW profit Capital Goods: Who are trading the sector? Implications from CCASS data 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 一体两翼营收稳定，利润提升支撑分红增长 业绩符合预期；市场活跃度持续提供盈利支撑