海外研报
筛选
GS--Jack Henry & Associates Inc
Presenters: Mimi Carsley, CFO & TreasurerModerated by: Will Nance, Payments and Financial Technology, Goldman Sachs
海外研报
2024年09月11日
JLF--Repatriation worries refuted with record monthly net buying of LT overseas bonds
Since the July payrolls report, Japanese investors have bought significant amounts of overseas long-term bonds. Indeed, according to the MoF International Transactions in Securities data, August net purchases
海外研报
2024年09月11日
JPM_G10FX_20240910
The lack of clnrity post payrolls lending to a sleepy session yesterdny where the dollar regninedsome footing, for me it was hard to build much ofa narrative around the price action
海外研报
2024年09月11日
JPM_GenAI Updates... MSFT, GOOGL, NOW, ORCL_AMZN_20240910
in a market looking for (ienAl catalysts amidst some jitter to the theme in recent weeks, there were a number olpresentations this afternoon that stood ont.. Microsoft cTO, Goozle Cloud
海外研报
2024年09月11日
JPM_Tuesday FAQs... AT&T, UBER, ORCL, CMCSA, SPHR, EQIX_DLR
CEO updated leverage targets this morning, guiding to hitling, 2.5x leverage exiting 2024, vs prior guide of 1l"25.The bigger debate has been around whether $tankey slightly downticked an imates
海外研报
2024年09月11日
JPM_US Industrials Commentary_20240910
BA: Latest on Pot'l for Strike (Unlon Pres Comments) + BA Further Delaying Supplkers 737 MAX Output by another 6months - we will get ollicial monthly deliveries for August at 1la ET
海外研报
2024年09月11日
MS - The White House and the Dollar
Policies proposed by the Republican presidential campaign would likely boost USD. A potential Republican administration
海外研报
2024年09月11日
MS_It s Finally iPhone 16 Glow(Game) Time_20240910
Apple's iPhone 16 launch event was as-expected, with new details on the Apple Intelligence rollout, a new Visual
海外研报
2024年09月11日
GS--Appreciate Continued Durable Performance
We reiterate our Neutral rating while raising our Price Target to $155(from $137) following Oracle’s F1Q25 earnings. Total Revenue
海外研报
2024年09月11日
GS--2024 Communacopia and Technology Conference - Day 1 Key Takeaways
Companies from the US Telecom and IT Services sectors presented during Day 1 ofthe GS Communacopia +Technology Conference. We highlight key takeaways on
海外研报
2024年09月11日
