海外研报
筛选
jefferies--Datacenter Demand Continuing to Surge: The State of Play with McKinsey & More
McKinsey increases LT data center forecast +50% vs September 2023.Sustainability is a lower priority for hyperscalers as 'speed to market' rises in
海外研报
2024年10月11日
Rabo--Sour grapes?
Sour grapes. According to the Cambridge Dictionary one of the ways to interpret this idiom is:‘bad behaviour that happens because someone is more successful’. Looking at the current state
海外研报
2024年10月11日
Interest Rates Daily--Wins & losses
Long-building steepening momentum came to a halt last Friday as a higher-thananticipated NFP number impacted EUR markets too. Lower odds of hard landing
海外研报
2024年10月11日
GS-- U/G IBTA to Buy; D/G YELP to Neutral
Ahead of the Q3 ’24 earnings season, we take a fresh look at the key debates for
海外研报
2024年10月14日
Automotive Industry Weekly automotive pit stop
Valuation update – Pages 9-13We believe that the accompanying valuation framework is one of the most important fundamental fasctors that should be considered when making investment decisions on .
海外研报
2024年08月10日
BoJ to hike amid escalating inflation pressures
Recent inflation data should support Bank of Japan (BoJ) Policy Board members’ view that inflation is on track for 2% sustained growth.
海外研报
2024年07月30日
