海外研报

JPM - Meta Platforms_20240926

Meta Connect highlighted continued progress across the company’s Alambitions, which are

JPM_Credit Calls - Thursday, September 26, 2024

KB Home: ln Line Q3, Soft Margins, Remain Overweight on Rising StarCandidacy Ãdyiun Chandar)

JPM_Telecom_Argentina_Fe_2024-09-25

Earlier today, Telecom Argentina held an Investor Day in New York, which we

MS - Meta Platforms - META Advances its Hardware and Software AI

We highlight 3 key advancements across META's hardware and

GS--Natural Gas_ Front-loaded production to back-load $4 Henry Hub

US gas markets continue to approach the turning point where gas prices will, in

SocGen - Forex Trade Idea - EURGBP looks set to bounce - cheap option trades

SocGen - Forex Trade Idea - EURGBP looks set to bounce - cheap option trades

GS--Strategy Espresso_ Q&A on rising recession risk for European equities

We have received questions about the weak PMI data combined with a cautious

GS--Ongoing strength in Datacenters, stabilization in Towers

Overview: We believe investors are long datacenters (hyperscalers still strong)

GS--Aerospace in Pictures: September 2024

Aerospace in Pictures aims to provide the Aerospace

GS--MXAPJ skyrocketed 6%, led by a policy-driven rally in China

MXAPJ gained 6%, led by the significant surge in China