海外研报
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Invidious-Global Daily
Headlines today are of disappointing earnings at NVIDIA. Yet somehow world markets --and the world economy aside from one firm, in one sector, in one country-- managed to survive, and we
海外研报
2024年08月30日
Raising estimates despite FX headwinds
Following strong all round Q2 results announced earlier in August, we raiseour FY24 estimates by 4% at the net revenue level and 7-9% at the EBIT,
海外研报
2024年08月30日
F2Q Review: Modernization of Data Center Compute Stack Continues
NVDA F2Q results and F3Q guidance beat expectations, driven by continued strength in datacenter compute platforms and networking for accelerated compute and AI clusters. Management
海外研报
2024年08月30日
StoneX Strategy U.S. Landing Gear Engaged, Labor Data in Focus
StoneX Strategy U.S. Landing Gear Engaged, Labor Data in FocusA spate of recent data indicate that while the U.s. labor market has slowed, the economy has avoidedspiraling into recession
海外研报
2024年08月30日
Tomorrow, back to only thinking "Rate cuts!"
Today, markets are only interested in one economy, one field, and earnings from one company,which may or may not be in a bubble. It makes a change from a focus on “Rate cuts!” I guess. But
海外研报
2024年08月30日
Q2 GDP Growth Revised Up on Stronger Consumption
BOTTOM LINE: Real GDP growth was revised up 0.2pp to +3.0% annualized in thesecond quarter, above expectations and reflecting an upward revision to
海外研报
2024年08月30日
Archimedes and the Exchange Rates
to see. All that we have are exchange rates. And you can't tell from them whether theyfluctuate because the value of one currency changes or that of the other.
海外研报
2024年08月31日
