海外研报

Salesforce Inc. (CRM): First Take on F2Q25 Results

Salesforce is indicated up 4% AH as F2Q25 with sub revenue +9% yoy (+10% inCC) vs FactSet consensus’ 8.4%, OM of 33.7% (vs expectations for 32%), cRPO

USA: Core Durable Goods Orders Roughly in Line With Expectations

BOTTOM LINE: Durable goods orders increased 9.9% in July, above expectationsand reflecting a large increase in new aircraft orders. Core capital goods orders

GS Supply Chain Congestion Scale

Our weekly bottleneck scaleremained unchanged at ‘2’ this week,but the absolute level of our

TECHNICAL ANALYSIS

2y UST, 10y UST, 10y Bund, Canada 10y, EUR/USD, GBP/USD, USD/JPY, AUD/USD, EUR/HUF, USD/BRL, Brent