海外研报
筛选
Breaking up
EUA prices are stuck at €65–75/t and are unlikely to shift far out of that range in the coming week. The call option open interest (OI) stack still to be more highly hedged
海外研报
2024年07月18日
Elevating To Top Pick As Apple Intelligence Catalyzes Record Upgrade Cycle
Apple Intelligence is set to drive record device upgrades; our new forecast calls for 235m iPhone shipments in FY25 and 262m in FY26, 2-12% above Street.
海外研报
2024年07月17日
