海外研报
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2024Q2: Hardware Investment Grows, Barriers to Profitable Use Remain (Kodnani)
AI-related investment growth remains strong, particularly for semiconductorfirms, where equity markets expect revenue growth of around 50% from currentlevels by the end of 2025. Since the release of ChatGPT, equity markets have
海外研报
2024年07月04日
When politics trump data
Market HighlightsMarkets seems to be increasingly pricing in the prospects of a Trump Presidency after
海外研报
2024年07月04日
June payrolls preview: The job market continues to hum along
Cooling but not coolWe forecast nonfarm payrolls rose by a solid 200k in June, a 72k decline from the 272k
海外研报
2024年07月04日
What do your semis neighbors own? June ’24 update
Semis rel. weighting falls again, now below 1.0xWe use BofA Equity Strategy data (see related report here) to examine breadth (what %
海外研报
2024年07月04日
The Point for Asia Pacific
TopCallChina Multi-Asset - All Eyes on Third Plenum; Plus Buy Export & CommodityPlaysIn the run-up to China’s much-anticipated Third Plenum on 15-18 July, our
海外研报
2024年07月04日
