海外研报
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Less sizzle, enough AI substance, reiterate Buy
AI delivers, legacy improves, offset by higher cost profileAMD delivered a good quarter with modestly better outlook, addressing recent concerns
海外研报
2024年08月01日
CEO David Solomon meeting takeaways
Three catalysts to drive stock outperformanceOur meeting with Chairman and CEO David Solomon highlighted the significant
海外研报
2024年08月01日
Expected H2 Azure acceleration suggests Q4 softness likely to be short lived
Ramping adoption of native AI services backs H2 accelMicrosoft delivered Q4 results below somewhat heightened expectations, largely due to
海外研报
2024年08月01日
Combing through the 10K: Unit declines weighed on apparel sales
F24 sales impacted by decline in unitsTotal sales in F24 increased 1% ccy to $51.4bn and were led by higher sales in the
海外研报
2024年08月01日
Thoughts Post the 2Q Call
2Q beat-and-raise supports 2024 outlookPfizer (PFE) shares traded positively today (+2%; DRG: -1%) following solid 2Q results (rev:
海外研报
2024年08月01日
2Q Preview: Expect solid 2Q, slightly lowering 3Q reflecting tougher comps
2Q Preview: Stable bookings could look good vs. peersReports 8/6. For 2Q, we est. stable 21% ex-FX bookings growth & bookings/rev/EBITDA
海外研报
2024年08月01日
DB CoTD: Closer....
Having worked with our equitystrategists Binky Chadha and Parag Thatte for manyUS election cycles now, l'm well versed in their view that a tight US electioncampaign tends to see a bias towards sideways markets in the months running upto the
海外研报
2024年08月01日
Macro Strategy
As we go to press this morning, the Bank of Japan have taken another step tonormalise their ultra-loose monetary policy, hiking their policy rate up to 0.25%having been in a 0-0.1% range before. In addition, they've announced plans tocurb their purchases
海外研报
2024年08月01日
Latest in Al: Higher costs, SearchGPTNvidia's China chip
In this edition of 'Latest in Al' we discuss how Al costs have continued to grow atAlphabet and Tesla, and how investors dumped their stock last week partly due toconcerns about when investments will pay
海外研报
2024年08月01日
HF Performance Resilient as Selling of Global Equities Persists
As we observed further drawdowns in equity indices, HFs were once again able to mitigate their losses to just a fraction of what indices
海外研报
2024年08月01日
