The 720 Japan Tech China Internet And Corporate Strategy Updates

This report provides updates on Japan Tech, China Internet, and materials/financials sectors. It highlights a massive cycle in Japanese MLCC and AI infrastructure components and shifts in preference within China's internet and commodities landscape.

Key Takeaways

• 1.Japan tech sector is entering a massive cycle driven by AI infrastructure and device proliferation.
• 2.China Internet sector preference shifts toward Cloud and Data Centers as top priority, with games/entertainment second.
• 3.China basic materials earnings estimates are being refreshed with upward revisions for copper and coal.

Table of Contents

• Japan Technology
• China Internet
• JX Advanced Metals
• Themes in Play
• GS Event
• Around the world
• Disclosure Appendix