海外研报
筛选
GS--Ongoing strength in Datacenters, stabilization in Towers
Overview: We believe investors are long datacenters (hyperscalers still strong)
海外研报
2024年09月28日
GS--Aerospace in Pictures: September 2024
Aerospace in Pictures aims to provide the Aerospace
海外研报
2024年09月29日
GS--MXAPJ skyrocketed 6%, led by a policy-driven rally in China
MXAPJ gained 6%, led by the significant surge in China
海外研报
2024年09月29日
GS--Results in line with trading update and re-confirmed
Ceres reported 1H24 results this morning (September 27), with total revenue and
海外研报
2024年09月29日
China Spirits Tracker_ Valuations sensitive to policy moves while
We observed unexciting spirits retail sales performance in Mid-Autumn Festival and
海外研报
2024年09月29日
GS--China_ Industrial profits fell sequentially in August(1)
China’s industrial profits and revenue fell by 16.7% yoy and 1.4% yoy, respectively, in
海外研报
2024年09月29日
GS--F4Q earnings beat with positive traffic and margin strength
COST reported F4Q EPS of $5.29, above GS/consensus (Refinitiv) of
海外研报
2024年09月29日
GS--Turnover/margin buying spiked; Introducing EM positioning baskets
EM Asian ex-China region saw buying (+US$2.5bn) this
海外研报
2024年09月29日
GS--China’s stimulus and European equities
China announced a combination of easing measures this
海外研报
2024年09月29日
GS--CCCs: Unloved no more
The CCC index has notably compressed vs. the broader HY index, driven largely
海外研报
2024年09月29日
