海外研报
筛选
US Semiconductors
CITI'S TAKEWe spent the last week meeting investors in New York/Connecticut. Interms ofinvestor sentiment -while NVDA remains the stock with the mostpositive sentiment, we believe AVGO is catchingup to NVDA. Investors werealso positive on NXPl and
海外研报
2024年07月23日
US small cap rotation triggered by macro, boosted by positioning
Russell 2000 has recently recorded the largest two-weekrally against Nasdaq 100 since 2002 (Exhibit 1). The rotation
海外研报
2024年07月23日
Europe Mon Research Other
The ECB delivered an uneventful meeting with the message of 'data dependenoe' front and canter, although a later headline of'ECB oficlals consider if only one more cut ls feasible in 2024 was a litle confusing. Biden finaly announced he was
海外研报
2024年07月23日
