海外研报
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GS--First Take: In-line quarter with guidance reiterated; focus turns to broadband strategy
The bottom line: We expect a muted stock reaction following an in-line quarter, with
海外研报
2024年10月23日
UBS_Microsoft Corp. The Microsoft-OpenAI Relationship_20241020
SummaryOver the last several weeks, concurrent with OpenAI’s latest funding round, a number of
海外研报
2024年10月23日
The USD looks overvalued vs G10 but not enough to trigger any sell signals
The FAST FX model continues to sit out FX markets and has triggered
海外研报
2024年10月23日
Tarrific Analysis--Market Comments
When the Fed cut rates by ‘only-in-an-emergency’ 50bps on September 18 as it Orwell-style said
海外研报
2024年10月23日
GS--RTX Corp. (RTX): 3Q24 First Take: Results mixed by segment
Bottom Line: RTX 3Q24 revenue, EBIT, EPS, and FCF are ahead of consensus, but
海外研报
2024年10月23日
GS--Research Unplugged: The Draghi Plan & Europe’s Electrification
Following Draghi’s recent study on how to boost Europe’s competitiveness, which
海外研报
2024年10月23日
GS--PulteGroup Inc. (PHM): 3Q24 First Take
3Q Beat Driven By HB Revenues: Pulte reported 3Q adj. EPS (ex-charges) of $3.39,
海外研报
2024年10月23日
MS_US Election Brief_20241022
Everything you need to know about the election, along with our recent research pertaining to the 2024 US elections and upcoming webcasts, events, and podcasts.
海外研报
2024年10月23日
MS_Copper, China and Concentrates_20241021
China stimulus is positive for copper, all else equal. Falling property completions
海外研报
2024年10月23日
MS_Charts That Caught My Eye_20241022
A guiding principle at Morgan Stanley Research is to enhance
海外研报
2024年10月23日
