海外研报
筛选
Final Destination--Global Daily
Yesterday, stocks were mostly down, but Nividia was up after refuting its DOJ subpoena story; oillower after an aborted rally; Treasury yields down as the US curve disinverted; and JPY up.
海外研报
2024年09月06日
Demand upcycle creates valuation upside; Raise TPs for GDS/VNET; Buy GDS
More specifically, we see China wholesale IDCs are entering an upward demandcycle driven by Gen-AI and GPU-related capex among cloud hyperscalers (e.g. we
海外研报
2024年09月06日
The Point for Asia Pacific Tuesday, 03 September 2024
We recently asked investors what their expectations were for GMG underlying EPS growth. The results were mixed with 26% of respondents expecting results in line
海外研报
2024年09月06日
SALES & TRADING COMMENTARY (Not a product of MS Research) FOR INSTITUTIONAL USE ONLY
The market is struggling with challenges of a semiconductor selloff and broader growth slowdown (related, but not 100% the same) against a backdrop of September
海外研报
2024年09月06日
CitiFX Wire | Technicals
NOT A PRODUCT OF CITI RESEARCH – THIS IS MARKET COMMENTARY INTENDED FOR INSTITUTIONALCLIENTS ONLY. CLIENTS SUBJECT TO MIFID SHOULD NOT READ THE INFORMATION BELOW UNLESS
海外研报
2024年09月06日
Monetary Policy Expectations Analysis
The opinions and research contained in this document (in the form of text, image, video or audio) are (a) not personal financial advice nor financial advice about any product or service; (b) provided for
海外研报
2024年09月06日
Global: GS Economic Indicators Update: Wage Growth Continues to Soften in the Euro Area
Please find an update of our proprietary global economic indicators below. The data
海外研报
2024年09月06日
MORNING BRIEFING INTERNATIONAL MARKET INTELLIGENCE:
OVERNIGHT BRIEFEU/US trade: European Equities were lower on elevated volumes (SXXP .1%, $X5E -1.3%).Tech stocks retreated the most
海外研报
2024年09月06日
GS Healthcare: Back-to-School Kickstart
Performance, Valuations, Revisions. On the year, HC is still middle-of-the-pack n(+15% vs SPX +19%) albeit with improved performance in the first two months
海外研报
2024年09月06日
GS UK Today: AI | Encore: Buy AstraZeneca, Wise
AI – to buy, or not to buy – The technology sector has generated 32% of the Global
海外研报
2024年09月06日
