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Global Tech: Re-calibrating AI server timeframe; updating Global server model and
We recalibrate our AI servers timeframe estimates, moving 2024E shipment to2025E, reflecting the uncertainties in Nvidia’s next-generation products (report link),
海外研报
2024年08月08日
Ratings and Target Price Changes - August 7, 2024 as of 5:30 AM ET
Macro/Globaln Asia-Pacific Portfolio Strategy, Moe: Weathering summer storms
海外研报
2024年08月08日
GS EUROPEAN EXPRESS: New Idea: Buy Saudi Aramco
New Idea: Buy Saudi AramcoSaudi Aramco – up to Buy – Aramco stands out from the rest of the industry on
海外研报
2024年08月08日
GS UK Today: Glencore H1 Results | ITM Power | UK Retail | US Macro
Earnings First Take: Glencore Glencore - 1H first take - Revenue came in much higher primarily due to higher
海外研报
2024年08月08日
GS Utilities Daily: Siemens Energy: Solid Q3 numbers, cash flow guidance upgraded
Goldman Sachs does and seeks to do business with companies covered in its research reports. As a result,
海外研报
2024年08月08日
a complete exit from deflation after the next global economic cyclical recovery
Despite stagnant domestic demand, the BoJ's premature lifting of its negative interest rate policy and additional rate hike put downward pressure on the credit
海外研报
2024年08月08日
Japan: main points of Japan’s economic outlook
Due to remaining structural deflationary pressures indicated by the abnormal positive corporate savings rate, the global economic
海外研报
2024年08月08日
30y JGB auction preview: Market turbulence liable to weigh on sentiment
・ Greater clarity on the BOJ JGB purchase tapering frontThe BOJ's "detailed plan" for tapering back its JGB absorption released on 31 July points
海外研报
2024年08月08日
MORNING BRIEFING INTERNATIONAL MARKET INTELLIGENCE
Asia Trade: APAC stocks (0.8%) continued their recent rebound this moring. in Japan, NKY(1.296) recovered from carly losses and was boosled by Uchida's commenls that BOJ
海外研报
2024年08月08日
Macro at a Glance: Latest views and forecasts
n Revised our Fed policy path expectations to include a string of consecutive 25bpcuts in September, November, and December (vs. quarterly cuts previously) as
海外研报
2024年08月08日
