海外研报
筛选
Weekend Cross-asset Dislocations (28-Jul-2024)
The July short squeeze has been painful, but the short-squeeze should be short-lived
海外研报
2024年07月29日
First Take: AMD, ANET, MSFT
Company posted a strong 3Q - backed by record Data Center revenues ($2.8b v, cons $2.75b) and strength in Clien($1.5b v, cons $1.43b). Positioning here was light, as it remains of the most controversial names in semis; after thepain of the past two
海外研报
2024年07月31日
