海外研报
  1. 首页
  2. 海内外研报
  3. 海外研报

筛选

研报种类:

列表

DB Tech Conference Takeaways

Process technology roadmap on trackDespite a challenging market externally, INTC continues to make progress
海外研报

Slightly Better F2Q; Focus shifts to AgentForce

Salesforce’s F2Q results were slightly ahead of expectations as execution seemed to improve from F1Q against a still-challenging demand environment which was
海外研报

EM easing cycle to widen out

Macro focus: Diminishing US growth exceptionalism and the Fed’s articulation that the start of the easing cycle is imminent should relax the constraints on EM
海外研报

German Headline Inflation Notably Below Consensus

BOTTOM LINE: German headline HICP inflation was 2.0%yoy in August, notablybelow our forecast, tracking estimate and consensus expectations of 2.2%yoy, and
海外研报

Spanish Headline Inflation Surprises Slightly to the Downside

BOTTOM LINE: Spanish flash headline HICP inflation was 2.4%yoy in August, belowconsensus expectations, while core CPI inflation decreased one-tenth of a
海外研报

Stable fundamentals but shifting priorities

What we took away from 2Q earningsNet leverage balance sheet liquidity and interest coverage remained overall n
海外研报

Global Markets Daily: Elevated US Rates Volatility Likely to Persist Into Fed Cuts (Zu)

Implied volatility in US rates remains elevated despite the rapid normalization in nrisk asset vol following the spike at the start of the month. In today’s Daily, we
海外研报

GS EUROPEAN EXPRESS: Powering Up Europe

Powering Up Europe – inflecting demand – Earlier this year, we noted Europe couldsoon experience an inflection in power demand. We now point out something the
海外研报

GS UK Today: Powering Up Europe

Powering Up Europe – inflecting demand – Earlier this year, we noted Europe couldsoon experience an inflection in power demand. We now point out something the
海外研报

GS Utilities Daily: Power demand is inflecting: 1-1.5% up since the start of the year

Goldman Sachs does and seeks to do business with companies covered in its research reports. As a result,investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this
海外研报