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

GS--Disappointing guidance overshadows core business strength - F3Q24 Results

We reiterate our Buy rating and our $640 price target followingAdobe’s F3Q24 earnings. Despite outperforming Consensus on DM
海外研报

GS--AEJ Week Ahead: China August activity data; CBC and BI meetings

growth to decline to 4.3% yoy in August from 5.1% yoy in July, in line withsofter NBS manufacturing PMI and wider year-on-year contraction in steel
海外研报

GS--What’s Powering Your Services Recap - 9/13/24

This week in Business & Information Services, we had a number of companiespresent at our 2024 Communacopia + Technology Conference in San Francisco,
海外研报

GS--Americas Construction: Building Products: AHRI — July Read-Throughs

decline in June and +9% a year ago. Commercial rose 10% yoy vs down 4% lastmonth and off -7% a year ago. Relative to July 2019, residential shipments grew
海外研报

Asia--Macro_Weekly_Asia_local_markets_resilience_to_be_tested

The Fed is widely expected to begin its monetary easing next week. Amid divided views on the size and pace of US monetary easing, we expect three
海外研报

Barclays--Americas Morning Research Summary_20240913

This summary is compiled from research reports previously published by Barclays Equity Research. A full list of all publications is available on
海外研报

Barclays--European Morning Research Summary_20240913

This summary is compiled from research reports previously published by Barclays Equity Research. A full list of all publications is available on
海外研报

BofA - Hartnett - The Flow Show 3B Bulls_20240912

Scores on the Doors: gold 21.6%, stocks 13.6%, crypto 9.1%, HY bonds 6.9%, IG bonds 4.8%, cash 3.7%, govt bonds 2.2%, US dollar 0.3%, commodities -2.0%, oil -6.1% YTD.
海外研报

BofA--Automotive Industry Weekly automotive pit stop_20240913

Recent US industry reports and data points – Pages 2-8 • Total recall 2Q:24 – Core strength drives OEMs; Supplier outlooks disappointing•
海外研报

BofA_Macro Risk Digest So it begins_20240913

We estimate corporates in Europe and Asia collectively held around $1trn of FX deposits in 1Q 2024. An unwind could amplify USD depreciation, although more likely over the
海外研报