海外研报

UBS--Our favorite Longer-Term Investment themes

This monthly report looks at the valuation and

MS - Tesla - That’s it_ Disappointing Lack of Detail_20241011

Tesla’s highly anticipated ‘We, Robot’ event demonstrated

MS - Utilities - The Overlooked Value of Power_20241010

Our new AlphaWise survey suggests robust power demand and

GS--Reiterate Buy and Raise Price Target to $150

We hosted a group investor meeting with Jensen Huang (Founder,

GS-- cross-strait stocks underperformed

Performance: MSCI/All Taiwan +4.2%/+2.3% this week,

GS--The Budget, Gilts & the Investment Summit

A budget for investment: Signaling from the government

GS--Weekly Fund Flows Chasing Mainland China

Global fund flows, week ending October 9

GS--Framing The Current & Future Landscape for Search (Judicial Matters & AI)

Ahead of its upcoming earnings report and recent heightenedinvestor debates on these issues, we take the opportunity to frame