海外研报
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Potentially Negative Effects of AI on Oil Production Costs and Oil Prices
Energy firms now mention AI more frequently on earnings calls and use AI more nthan the median firm in the economy. The debate on the impact of AI on energy
海外研报
2024年09月06日
Credit CallsTuesday, September 03, 2024
Strategy & Sector CommentaryAsia Cross Regional Credit Weekly: Jobs reportand newissue supplyin foeus(Yoshie Fujimoto /Nathaniel Rosenbaum, CFA/Eric Beinstein /Soo Chong Lim)The US HG market tightened last week with the JULIportfolio s.
海外研报
2024年09月06日
Telecom KPIs: Mobile ARPU bottoming out, but competition for subscribers intensifying
Mobile service revenue at the three major MNOs (NTT DoCoMo, KDDI, and nSoftbank) in April-June 2024 totaled ¥1,383.9 bn (-0.4% yoy/-¥4.9 bn yoy).
海外研报
2024年09月06日
HFs Sellers of N. Am Equities Despite Market Breadth Improving
Volumes remained lower ahead of the holiday weekend, however the market posted notable signs of improving breadth as the equal
海外研报
2024年09月06日
GS Healthcare: Back-to-School Kickstart
Performance, Valuations, Revisions. On the year, HC is still middle-of-the-pack n(+15% vs SPX +19%) albeit with improved performance in the first two months
海外研报
2024年09月06日
Global: GS Economic Indicators Update: Wage Growth Continues to Soften in the Euro Area
Please find an update of our proprietary global economic indicators below. The data
海外研报
2024年09月06日
CitiFX Wire | Technicals
NOT A PRODUCT OF CITI RESEARCH – THIS IS MARKET COMMENTARY INTENDED FOR INSTITUTIONALCLIENTS ONLY. CLIENTS SUBJECT TO MIFID SHOULD NOT READ THE INFORMATION BELOW UNLESS
海外研报
2024年09月06日
The Point for Asia Pacific Tuesday, 03 September 2024
We recently asked investors what their expectations were for GMG underlying EPS growth. The results were mixed with 26% of respondents expecting results in line
海外研报
2024年09月06日
Demand upcycle creates valuation upside; Raise TPs for GDS/VNET; Buy GDS
More specifically, we see China wholesale IDCs are entering an upward demandcycle driven by Gen-AI and GPU-related capex among cloud hyperscalers (e.g. we
海外研报
2024年09月06日
Federal Reserve Watch Fork in the road
We look for a solid August jobs reportWe are expecting nonfarm payrolls to increase by an above-consensus 200k in Friday's
海外研报
2024年09月06日
