海外研报
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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
Citi_US Economics CPI Preview – Benign CPI in August leaves activity data more importanT
Inflation data are quickly taking a backseat to labor market data in terms of relevance for Fed policy decisions, but with an inconclusive August
海外研报
2024年09月11日
GS--Crown Castle International Corp. (CCI): Communacopia + Technology Conference 2024
Bottom line: We have three key takeaways: (1) Crown Castle remains constructiveon its domestic tower operations as its wireless carrier customers will need to
海外研报
2024年09月11日
DR--Labor market: Not enough chill to heat up cuts in September
Weather workers” series normalized after the spike in
海外研报
2024年09月11日
DR--Investor Positioning and Flows
Our measure of aggregate equity positioning was choppy through the week but remained modestly above average (z score 0.37, 65th percentile). Under the surface,
海外研报
2024年09月11日
DB--Poised to reshape multiple industries
In conjunction with our US Autos resumption of coverage, we take a closer look at Tesla's upcoming Robotaxi Day (10/10), advantages in autonomous driving, and
海外研报
2024年09月11日
DB--Navigating through uncertain times
We resume coverage of US Autos & Auto Technology (17 stocks) including automakers and suppliers. In the face of growing uncertainty about industry
海外研报
2024年09月11日
