海外研报
筛选
key debates likely to be on trajectory of auto business and FSD/robotaxis
Tesla reported revenue/non-GAAP diluted EPS (excluding SBC) of$25.5 bn/$0.52, which was 4% above/$0.09 below the Street
海外研报
2024年07月25日
New Home Sales Below Expectations; Upgrade Q2 GDP Tracking Estimate to 2.6%
The goods trade deficit narrowed in June, led by an increase in exports. Wholesaleinventories increased somewhat less than expected. The S&P Global manufacturing
海外研报
2024年07月25日
Options Opportunities in the Momentum and Growth Sell-off
Along with modest weakness in the US equity market over the past week, theMomentum factor saw a reversal in trend (-1.8% vs. +15.0% YTD) and Growth
海外研报
2024年07月25日
Market Comments
Part of the market is focused on earnings and misses. Part is focused on US data, where the Philly Fed for services screamed ‘stagflation!’ with its weak headline and high prices paid component,
海外研报
2024年07月25日
STRONG DOLLAR PROBLEM. JOIN US LIVE
This is an extremely important and off-consensus theme that we've been fixated on for over a year. How thestrong dollar is dealt with by the US will have global economic ramifications, we even see the potential for a new
海外研报
2024年07月26日
