海外研报
  1. 首页
  2. 海内外研报
  3. 海外研报

筛选

研报种类:

列表

Argentina Oil & Gas

We review our recommendations on Argentine oil and gas issuers. We continue to like the fundamental story and expansion of Argentina oil and gas names and
海外研报

Quick NVDA Recap Call with Harlan @ 8:30am; Positioning; CRM; HPQ, NVDA

ASML: My quick read – A win for the Biden admin, as the Dutch government appears finally to agree in supporting restrictions on maintenance of DUV equipment sold to China before sales restrictions came into place. Minimal
海外研报

Capital Market Outlook

Macro Strategy—Taking Stock of the Four Horsemen of U.S. Public Sector Finances:The Four Horsemen of U.S. public sector financing are Demographics, Defense,
海外研报

Clarity on Blackwell and Strong Data Center Demand Met with Margin Re-Set; FY2Q EPS Recap

While we expect Nvidia’s FY4Q (January) implied gross marginoutlook in the low-70% range coupled with the company’s growing
海外研报

THE EUROZONE ECONOMIC MONITOR

Money data suggest the savings rate is no longer rising, pointing to a pick-up in spending...
海外研报

THE UNITED STATES ECONOMIC MONITOR

We look for little change in in initial jobless claims today, and a run of lower numbers this fall…
海外研报

Power demand is inflecting: 1-1.5% up since the start of the year

Earlier this year (here), we noted that Europe could soon experience an inflection inpower demand (datacenters, electrification). We now point out something that the
海外研报

Invidious-Global Daily

Headlines today are of disappointing earnings at NVIDIA. Yet somehow world markets --and the world economy aside from one firm, in one sector, in one country-- managed to survive, and we
海外研报

Raising estimates despite FX headwinds

Following strong all round Q2 results announced earlier in August, we raiseour FY24 estimates by 4% at the net revenue level and 7-9% at the EBIT,
海外研报

F2Q Review: Modernization of Data Center Compute Stack Continues

NVDA F2Q results and F3Q guidance beat expectations, driven by continued strength in datacenter compute platforms and networking for accelerated compute and AI clusters. Management
海外研报