[外行报告] 9月27日中国IT产业需求分析（摩根大通） [推广有奖]

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yl00-1 发表于 2010-10-4 16:58:13 |AI写论文

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China IT demand Inflection point likely in 4Q
October Golden Week (Oct 1-7) is the biggest sales season of the year and marks the beginning of high sales season that lasts till Chinese New Year.
• Golden Week sales may possibly mark an inflection point: After a sluggish summer, our industry checks on sell-through suggest that PC momentum improved moderately in the first two weeks of September. Along with likely strong commercial market in 4Q and seasonal strength Alvin KwockAC from rural regions, we expect demand to further improve in 4Q. Handset (852) 2800-8533
also recovered meaningfully in August. TV ASP cut appears rather aggressive and across-the-board especially in LED TV, yet expectations appear rather high. Such improvement may extend beyond Golden Week and bottom should have been reached in 3Q.