海外研报

GS--Ongoing strength in Datacenters, stabilization in Towers

Overview: We believe investors are long datacenters (hyperscalers still strong)

Asia Insights

On 26 September, the Politburo of the CCP, China’s ruling party, hosted its September

Ishiba has won the LDP presidency

Ishiba will be slightly hawkish about monetary policy, but the sharp JPY

GS--AEJ Week Ahead: China PMIs, Korea IP and trade, CPI around the region

Scheduled key data releases for the coming week in Asia ex-Japan include China

GS--Aerospace in Pictures: September 2024

Aerospace in Pictures aims to provide the Aerospace

GS--What’s Powering Your Services Recap - 9/27/24

This week in Business & Information Services, we analyzed the latest online traffic

GS--Updating Our Top 10 Industry Themes & Key Coverage Sub-Sector Debates

As we enter the last quarter of 2024, we take the opportunity to refresh our top 10

artificial-intelligence-what-does-it-mean-for-real-estate01

Artificial Intelligence (AI): what was once just a

GS--MXAPJ skyrocketed 6%, led by a policy-driven rally in China

MXAPJ gained 6%, led by the significant surge in China

USB--At a Glance

The idea of a soft landing is being supported by most “hard” economic data (sentiment figures