Shenwan Hongyuan's TMT and overseas tech team published a note analyzing recent tech sector weakness, recommending new reports on supernode switches, Moment, Hengyi Petrochemical, Yonghe, and summarizing Marvell's investor day.
Shenwan Hongyuan remains cautiously optimistic on TMT, recommending a focus on alpha opportunities and specific new reports while acknowledging near-term headwinds.
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