海外研报
筛选
Less sizzle, enough AI substance, reiterate Buy
AI delivers, legacy improves, offset by higher cost profileAMD delivered a good quarter with modestly better outlook, addressing recent concerns
海外研报
2024年08月01日
Microsoft Corp. (MSFT): First Take on F4Q24 results
We reiterate our Buy rating and $515 PT despite MSFT indicated down 6% afterhours. MSFT reported soft beat magnitudes across revenue (($64.72bn vs
海外研报
2024年08月01日
US Consumers More Pessimistic About CurrentEconomic Conditions
The Conference Board measure of consumer confidence surprised to the upside, rising from 97.8 to 100.3 inJuly. Respondents' more optimistic economic outlook drove the overall increase, offsetting a bleaker view olcurrent conditions. Consumers'
海外研报
2024年08月01日
USD and the Fed: how soon is now?
Asia overnightDespite a weak lead from US technology stocks, investor sentiment remained firm in Asia. China’s soft PMI data is encouraging investors to think more help for the
海外研报
2024年08月01日
Boeing Co. (BA): 2Q24 First Take: year-end production targets reiterated, Kelly Ortberg named CEO
Bottom line: BA 2Q24 results are choppy, as the company worked throughproduction slow downs in commercial and recorded additional charges on challenged
海外研报
2024年08月01日
2Q Preview: Expect solid 2Q, slightly lowering 3Q reflecting tougher comps
2Q Preview: Stable bookings could look good vs. peersReports 8/6. For 2Q, we est. stable 21% ex-FX bookings growth & bookings/rev/EBITDA
海外研报
2024年08月01日
Macro Strategy
As we go to press this morning, the Bank of Japan have taken another step tonormalise their ultra-loose monetary policy, hiking their policy rate up to 0.25%having been in a 0-0.1% range before. In addition, they've announced plans tocurb their purchases
海外研报
2024年08月01日
Investment lmplications Of Election and Trump Policies
According to BCA Research's US Equity Strategy service, the stock market outperformance in 2024 thus faris an unusual pattern in election years. The historical data imply that the market wil suffer a spill if investors
海外研报
2024年08月01日
HF Performance Resilient as Selling of Global Equities Persists
As we observed further drawdowns in equity indices, HFs were once again able to mitigate their losses to just a fraction of what indices
海外研报
2024年08月01日
US Macro Strategy: July FOMC Preview Rate cuts priced-in, now what?
Evolving rate cut expectations: At the start of the year, there were a slew of cuts expected. However, a combination of higher Q1 inflation and hawkish Fedspeak pushed pricing to less than 2 cuts for all of
海外研报
2024年08月01日
