海外研报
筛选
Samsung, Dc Capex, AMD, ANET, DV, FRSH, FVRR, INFA, MBLY, MSFT, PEGA, PINS, QRVO,sWKS
Reuters today reportes that the US government's planned trade restrictions on semiconductor manufacturingequipment will exclude Japan, the Netherlands & South Korea, focusing instead on cxports from lsracl, TaiwanSingapore and Malaysia.
海外研报
2024年08月01日
Microsoft Corp. (MSFT): First Take on F4Q24 results
We reiterate our Buy rating and $515 PT despite MSFT indicated down 6% afterhours. MSFT reported soft beat magnitudes across revenue (($64.72bn vs
海外研报
2024年08月01日
FOMC – Heavy thumb on September scale
EventThere was very little expectation of a monetary policy move, and today’s FOMC justified this expectation. As the press conference went on, Fed Chair Powell gave
海外研报
2024年08月01日
July employment preview: Upside and downside risks aplenty
We estimate that nonfarm payroll employment increased 175k in July, slower than the206k increase in June. We think that private nonfarm payrolls will register a 150k gain, above
海外研报
2024年08月02日
Catalysis analysis
Catalysts abound in the week ahead, between key economicdata, Fed/BoE/BoJ decisions, and the all-important (Tech)
海外研报
2024年08月02日
Research Unplugged: US Conviction List - Directors’ Cut: August Spotlight
In this podcast, we listen in as Kate McShane, Bonnie Herzog, George Tong, andNoah Poponak join Chris Hussey and Sarah Herr to discuss four of the ideas – Dollar
海外研报
2024年08月02日
