海外研报

Tesla Inc. (TSLA): 2Q24 deliveries first take - results above consensus

Tesla delivered about 444k vehicles and produced about 411k vehicles in 2Q24Tesla reported preliminary 2Q24 vehicle deliveries of about 444k (up 15% qoq anddown 5% yoy), and production of about 411k vehicles (down 14% yoy). This

BofA Securities Equity Client Flow Trends Big week of equity selling

Biggest net sales since Nov. 2020: Last week, during which the S&P 500 was -2.0%, BofA Securities clients were largest net sellers of US equities (-$7.0B) since 2015. Sales were driven by single stocks, while ETFs saw muted inflows.

Global Macro Insight

We think the economics of elevated wage growth and sticky service sectorinflation do not warrant a rate cut at the 1 August meeting, despite the

Benign credit, rate cuts: Who benefits in equity space?

Credit markets are in good health despite some distressed HYsituations, which continues to backstop equities. Amid a

Japan Weekly Kickstart Going with the flows

Summary of the weekTOPIX: 2,699.54 (-5.6%) / NK225: 37,667.41 (-6.0%)n Top sectors: Pharmaceuticals, Land Transport