海外研报
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Samsung, Dc Capex, AMD, ANET, DV, FRSH, FVRR, INFA, MBLY, MSFT, PEGA, PINS, QRVO,sWKS
Reuters today reportes that the US government's planned trade restrictions on semiconductor manufacturingequipment will exclude Japan, the Netherlands & South Korea, focusing instead on cxports from lsracl, TaiwanSingapore and Malaysia.
海外研报
2024年08月01日
Americas Morning Research Summary
This summary is compiled from research reports previously published by Barclays Equity Research. A full list of all publications is available on
海外研报
2024年08月01日
Thoughts Post the 2Q Call
2Q beat-and-raise supports 2024 outlookPfizer (PFE) shares traded positively today (+2%; DRG: -1%) following solid 2Q results (rev:
海外研报
2024年08月01日
Despite Some Near Term Noise, the Long Term Signal for Azure & AI Is Clear
As a reminder, our FQ4 (Jun) Microsoft partner survey work (link here) softened across most metrics, which we interpreted to mean that this quarter would have less
海外研报
2024年08月01日
BANK OF JAPAN (FINALLY) GETS BOLDER
Today, the Bank decided (by a 7-2 majority vote) to raise the overnight call rate by 15bps to 0.25% and(unanimously) to roughly halve its monthly JGB purchases to around 3 trillion yen by 2026 Q1 via cuts of “about
海外研报
2024年08月01日
Uneven Upside Surprise In Eurozone Q2 Growth
Eurozone GDP surprised to the upside in Q2, growing by 0.3% q/q annualized against expectations of 0.2%.Stronger-than-expected expansions in France (0.3% q/g vs 0.2%) and Spain (0.8% g/q vs 0.5%), as well assteady growth in ltaly (0.2% q/q),
海外研报
2024年08月01日
Combing through the 10K: Unit declines weighed on apparel sales
F24 sales impacted by decline in unitsTotal sales in F24 increased 1% ccy to $51.4bn and were led by higher sales in the
海外研报
2024年08月01日
Significant CapEx ramp supported by strong early demand signals – F4Q24 Results
We reiterate our Buy rating and $515 PT following Microsoft’sF4Q24 results. The stock reversed some of its negative after-hours
海外研报
2024年08月01日
