海外研报
筛选
GS--A structural growth business
We downgrade MS to Neutral from Buy, with a $105 price target, with 7%upside (vs. 12% for our coverage), and 11% total return, inclusive of a 4%
海外研报
2024年09月11日
GS-- 2024 spending intentions dip marginally, but Gen-AI sees budget allocation strengthen
Our survey of CIO spending intentions for 2H2024 shows a marginal dip fromthe January 2024 survey that had inflected positively from March 2023’s low
海外研报
2024年09月11日
GS--Trade growth peak; East Coast strike risk; Airline fares
Trade growth slowing, converging down to GDP growthWe flagged in our Jul-24 edition trade growth peaking in the
海外研报
2024年09月11日
BNP--INVESTORS SET TO INCREASE HEDGE FUND EQUITY BETS BY YEAR-END
Equity remains by far the most popular strategy, with 61% of investors planning to allocate to it in H2 2024. This is followed by
海外研报
2024年09月11日
BofA --Securities Equity Client Flow Trends
Single stocks > ETFs:Last week, during which the S&P 500 was -4.2% (worst week since Mar‘23), BofA Securities clients were net buyers of US equities
海外研报
2024年09月11日
GS--Brazil: Copom—Time to Walk-the-Walk and Hike, But Despacito (Ramos)
We expect the Copom to validate a moderate relatively short rate hiking cycle,starting with a 25bp hike at the September 18 meeting. In our assessment rate
海外研报
2024年09月11日
Cheney Reaction Global Daily
Friday’s US payrolls report was supposed to settle the question of whether the Fed would be cutting by 25bps next week, or 50. On Thursday of last week the OIS futures had 33.8bps of cuts
海外研报
2024年09月11日
GS--China Semis Tour : 3Peak visit: Automotive and data center analog products as new drivers;
We hosted 3Peak (688536.SS, Not Covered) management during China TechTour in Shanghai on Sep 7th, 2024. Key investor focus centered on 2H24 outlook,
海外研报
2024年09月11日
GS--Prefer leading players in a prolonged cycle; Downgrade Gujing to Neutral
We have revisited the growth pace, capacity expansion pace, and our target P/Emultiple assumptions for our China Spirits coverage to better reflect their
海外研报
2024年09月11日
Citi_The Point for Asia Pacific Tuesday, 10 September
Apple, Inc. (AAPL.O) - Apple Event First TakeApple introduced the new iPhone 16 family, Apple Watch Series 10 and AirPods 4,
海外研报
2024年09月11日
