海外研报

UBS--中国 A 股

GD--CONFIDENCE CRISIS CONTINUES

The ghost of poor fiscal-policy decisions taken by previous Workers’ Party (PT) governments

Four influential changes from the jointed press conference

At yesterday’s press conference held jointly by the PBoC, the National Financial Regulatory Administration (NFRA),

BofA_FX Viewpoint Risk Managing the USD_20240926

• Markets have reacted well to the Fed's 50bp cut, further supporting the "soft landing"

BofA_Meta Platforms Inc Connect provides holographic glasses reveal,

Holographic glasses coming; a next gen smartphone?Mark Zuckerberg’s Meta Connect keynote highlighted Metaverse hardware innovation &

Citi_Meta Platforms Inc - Meta Connect Recap- AI Product Roadmap Creates Significant

Meta’s new AI products, features, and devices announced at Connect ‘24 make us incrementally confident that its product innovation can deliver

Citi_Oil Monitor Oil falls on likely Libya deal despite China stimulus; oil product

Oil is selling off again as Libya factions likely reached an agreement on Central Bank leadership (Bloomberg, Sept 25), set for a signing ceremony on Thursday, potentially

GS--UK Today_ Big Oils _ Encore_ Buy Flutter _ GOAL Positioning _ G10 Inflation

Big Oils – screening for resilience and idiosyncratic growth – With 3Q coming to a