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

European Morning Research Summary

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

Investment lmplications Of Election and Trump Policies

According to BCA Research's US Equity Strategy service, the stock market outperformance in 2024 thus faris an unusual pattern in election years. The historical data imply that the market wil suffer a spill if investors
海外研报

Uneven Upside Surprise In Eurozone Q2 Growth

Eurozone GDP surprised to the upside in Q2, growing by 0.3% q/q annualized against expectations of 0.2%.Stronger-than-expected expansions in France (0.3% q/g vs 0.2%) and Spain (0.8% g/q vs 0.5%), as well assteady growth in ltaly (0.2% q/q),
海外研报

US Consumers More Pessimistic About CurrentEconomic Conditions

The Conference Board measure of consumer confidence surprised to the upside, rising from 97.8 to 100.3 inJuly. Respondents' more optimistic economic outlook drove the overall increase, offsetting a bleaker view olcurrent conditions. Consumers'
海外研报

Boeing Co. (BA): 2Q24 First Take: year-end production targets reiterated, Kelly Ortberg named CEO

Bottom line: BA 2Q24 results are choppy, as the company worked throughproduction slow downs in commercial and recorded additional charges on challenged
海外研报

Less sizzle, enough AI substance, reiterate Buy

AI delivers, legacy improves, offset by higher cost profileAMD delivered a good quarter with modestly better outlook, addressing recent concerns
海外研报

CEO David Solomon meeting takeaways

Three catalysts to drive stock outperformanceOur meeting with Chairman and CEO David Solomon highlighted the significant
海外研报

Expected H2 Azure acceleration suggests Q4 softness likely to be short lived

Ramping adoption of native AI services backs H2 accelMicrosoft delivered Q4 results below somewhat heightened expectations, largely due to
海外研报

Combing through the 10K: Unit declines weighed on apparel sales

F24 sales impacted by decline in unitsTotal sales in F24 increased 1% ccy to $51.4bn and were led by higher sales in the
海外研报

Thoughts Post the 2Q Call

2Q beat-and-raise supports 2024 outlookPfizer (PFE) shares traded positively today (+2%; DRG: -1%) following solid 2Q results (rev:
海外研报