海外研报
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GS US TMT: All references to "we/us/our" refer to the views and observations of the desk
NVDA -5% (was largely bouncing around ~flat to down ~5% AHs – names like AMD, AVGO, MU, TSM, DELL down ~2% on light volume in AHs) .. beat and guides above on topline +
海外研报
2024年08月29日
GS UK Today: Encore: Buy CCH | Gaming | BHP | Cross Asset Vol | G10 Inflation
CCH – strong momentum in Poland – We think consensus organic sales at +12% (vs+13.5% GSe) is conservative in light of +14% growth in Q2. We note CCH screens
海外研报
2024年08月29日
Greater China Insight
Hong Kong plays an intermediary role in broader Australia-China economic ties and acts as a conduit for offshore transactions.
海外研报
2024年08月29日
What factors can investors consider when fixedterm deposits expire in today's choppy markets?
• Fixed-term deposits (FTDs) offer investors a yield—often in excess of prevailing market rates—in
海外研报
2024年08月29日
Liquidity strategy: Maintain your lifestyle
The Liquidity. Longevity. Legacy. framework helpsinvestors plan and optimally invest their wealth so
海外研报
2024年08月29日
Our monthly insights into private markets – July/August 2024
Commercial real estate markets are in a funny kind of limbo. During the first quarter, the number of deals under offer that failed to close spiked in Europe and
海外研报
2024年08月29日
Israel: BoI on Hold, As Expected
Bottom Line: The Bank of Israel left its policy rate on hold at +4.50%, in line withour forecast and consensus expectations. In the accompanying press statement, the
海外研报
2024年08月29日
Delta One Flows & Positioning
Futures Flows: Last week we saw large net inflows (>1.5z) into 3M SONIA, Aluminum, and Bitcoin futures, and large net outflows (
海外研报
2024年08月29日
NVDA Bars, DELL, GTLB, S, SMCI, Hon Hai
Sentiment: Even before last month’s Blackwell panic, investors I speak with were already looking to diversify their AI holdings a bit; but still nobody seemed keen to bet against the name, on a view that the remain extremely
海外研报
2024年08月29日
US MARKET INTELLIGENCE:MORNING BRIEFING
US: Futs are flat into NVDA earnings this afternoon; NVDA is +31bps pre-mkt with the balanceof Mag7 performing similarly and Semis are also bid. Bond yields are lower in the front-endwith 10Y unchanged. USD is looking to reverse yesterday's gains as
海外研报
2024年08月29日
