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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
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2024年08月01日
Hong Kong: Real GDP growth stronger than expected in Q2
Bottom line: The preliminary reading of 2024 Q2 Hong Kong GDP growth came in at+3.3% yoy, significantly above consensus expectations. In quarter-over-quarter
海外研报
2024年08月01日
Five ways to assess the stability of a bank
Past financial crises have highlighted the need for investorsand clients to understand a bank’s business model that goes
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2024年08月01日
Despite Some Near Term Noise, the Long Term Signal for Azure & AI Is Clear
As a reminder, our FQ4 (Jun) Microsoft partner survey work (link here) softened across most metrics, which we interpreted to mean that this quarter would have less
海外研报
2024年08月01日
Samsung, Dc Capex, AMD, ANET, DV, FRSH, FVRR, INFA, MBLY, MSFT, PEGA, PINS, QRVO,sWKS
Reuters today reportes that the US government's planned trade restrictions on semiconductor manufacturingequipment will exclude Japan, the Netherlands & South Korea, focusing instead on cxports from lsracl, TaiwanSingapore and Malaysia.
海外研报
2024年08月01日
Microsoft Corp. (MSFT): First Take on F4Q24 results
We reiterate our Buy rating and $515 PT despite MSFT indicated down 6% afterhours. MSFT reported soft beat magnitudes across revenue (($64.72bn vs
海外研报
2024年08月01日
Significant CapEx ramp supported by strong early demand signals – F4Q24 Results
We reiterate our Buy rating and $515 PT following Microsoft’sF4Q24 results. The stock reversed some of its negative after-hours
海外研报
2024年08月01日
