海外研报
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Hopper Demand Strong, Blackwell Delays in Rearview
Beat fell short of expectations, which rose sharply into the print but theimportant point is that the Blackwell delay is in the rearview mirror, while
海外研报
2024年08月30日
Argentina Oil & Gas
We review our recommendations on Argentine oil and gas issuers. We continue to like the fundamental story and expansion of Argentina oil and gas names and
海外研报
2024年08月30日
Quick NVDA Recap Call with Harlan @ 8:30am; Positioning; CRM; HPQ, NVDA
ASML: My quick read – A win for the Biden admin, as the Dutch government appears finally to agree in supporting restrictions on maintenance of DUV equipment sold to China before sales restrictions came into place. Minimal
海外研报
2024年08月30日
S&P 500 Dividend WeeklyFor the Week Ended 27-Aug-2024
Breakdown of 2024 Estimated $PX Dividends: Out of 75.0 points ofdividends expected for FY24 by consensus estimates, ~66% (49.8ip) havealready gone ex (realized) to date, another 9% (6,7ip) have been announced butnot yet gone ex-dividend, and
海外研报
2024年08月30日
Capital Market Outlook
Macro Strategy—Taking Stock of the Four Horsemen of U.S. Public Sector Finances:The Four Horsemen of U.S. public sector financing are Demographics, Defense,
海外研报
2024年08月30日
Nomura Quant Insights
Volatility likely to stay high even with the Jackson Hole conference over nowUS Fed Chair Jerome Powell's comments at the Jackson Hole symposium drew attention
海外研报
2024年08月30日
Clarity on Blackwell and Strong Data Center Demand Met with Margin Re-Set; FY2Q EPS Recap
While we expect Nvidia’s FY4Q (January) implied gross marginoutlook in the low-70% range coupled with the company’s growing
海外研报
2024年08月30日
THE EUROZONE ECONOMIC MONITOR
Money data suggest the savings rate is no longer rising, pointing to a pick-up in spending...
海外研报
2024年08月30日
THE UNITED STATES ECONOMIC MONITOR
We look for little change in in initial jobless claims today, and a run of lower numbers this fall…
海外研报
2024年08月30日
Power demand is inflecting: 1-1.5% up since the start of the year
Earlier this year (here), we noted that Europe could soon experience an inflection inpower demand (datacenters, electrification). We now point out something that the
海外研报
2024年08月30日
