海外研报
筛选
Rate Cuts Won't Ensure A Soft Landing
A comparison with the most recent 3 months of performance is not particularly relevant, given that this cycle'ssector performance landscape has been distorted by a lack of breadth caused by the meteoric rise in ahandful of iT and iT-adjacent in
海外研报
2024年08月01日
US Job Openings Above Expectations, Hires Slow
US job openings grew by 8.18 milion in June, exceeding expectations of 8 milion, but below May's 8.23milion openings. The pro-cyclical manufacturing sector accounted for the largest drag, withdrawing 100thousand openings, or one-sixth of its May
海外研报
2024年08月01日
Hong Kong: Real GDP growth stronger than expected in Q2
Bottom line: The preliminary reading of 2024 Q2 Hong Kong GDP growth came in at+3.3% yoy, significantly above consensus expectations. In quarter-over-quarter
海外研报
2024年08月01日
Samsung, Dc Capex, AMD, ANET, DV, FRSH, FVRR, INFA, MBLY, MSFT, PEGA, PINS, QRVO,sWKS
Reuters today reportes that the US government's planned trade restrictions on semiconductor manufacturingequipment will exclude Japan, the Netherlands & South Korea, focusing instead on cxports from lsracl, TaiwanSingapore and Malaysia.
海外研报
2024年08月01日
Microsoft Corp. (MSFT): First Take on F4Q24 results
We reiterate our Buy rating and $515 PT despite MSFT indicated down 6% afterhours. MSFT reported soft beat magnitudes across revenue (($64.72bn vs
海外研报
2024年08月01日
FOMC – Heavy thumb on September scale
EventThere was very little expectation of a monetary policy move, and today’s FOMC justified this expectation. As the press conference went on, Fed Chair Powell gave
海外研报
2024年08月01日
