海外研报
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Limited impact from roadmap delays, but less pricing power upside in FY26
Roadmap changes and production delays to next-gen GB200 chips unlikely to significantly affect 2H24 or FY26 outlook
海外研报
2024年08月24日
August HICP preview: target approaching
We expect Eurozone headline inflation to decline from 2.58% to 2.20% YoY in August, favoured by large energy-negative base effects. In
海外研报
2024年08月24日
Further advancement in South Asia and stronger FX contributed to a 1% gain in MXAPJ
MXAPJ gained 1%, led by Thailand and Philippines (+3%),while Taiwan, Korea and China-A (-1%) underperformed.
海外研报
2024年08月24日
GS TWIG Notes: This Week in Global Research - August 23, 2024
Jan Hatzius lowers the probability that the US will enter a recession in the next12 months to 20% from 25% in last weekend’s note, “Renewed Progress on
海外研报
2024年08月24日
Asia Macro Weekly
Malaysia’s investment approvals maintained a robust pace in Q1 2024 after rising to an all-time high in 2023. Investments accelerated in the
海外研报
2024年08月24日
