海外研报
筛选
Tesla Inc. (TSLA): 2Q24 deliveries first take - results above consensus
Tesla delivered about 444k vehicles and produced about 411k vehicles in 2Q24Tesla reported preliminary 2Q24 vehicle deliveries of about 444k (up 15% qoq anddown 5% yoy), and production of about 411k vehicles (down 14% yoy). This
海外研报
2024年07月04日
Weekly commentary
Leaning into income in fixed income• Total income has returned to credit thanks to higher-for-longer interest rates.We prefer pockets of credit where investors are better compensated for risk.
海外研报
2024年07月04日
Targeting turnaround of Zeekr in FY24
Geely Automobile Holdings Limited (Geely), through its subsidiaries, manufactures and sellsautomobiles and related components under the Geely and Lynk brands. To broaden its new energy
海外研报
2024年07月05日
China: O&A on the third plenum
WVhy is the third plenum getting so muchmnarKetatentlolThe Chinese economy is facing myriad headwinds. Some are cyclical, some are deep-seated structural problemswhich can only be addressed by structural reforms.
海外研报
2024年07月05日
Monthly aircraft delivery tracker: June looking better sequentially
Our aircraft delivery tracker, based on Planespotters data, suggests Boeing istracking to 43 deliveries for June, including 34 737 MAX, 3 787s and 6 other. Of the34 MAX deliveries we estimate 26 were new production deliveries,
海外研报
2024年07月05日
USD: Trump vs Powell vs Trump
Investor sentiment was given a boost by FOMC Chair, Jerome Powell, expressingcautious confidence that US inflation has resumed a downward path, which led tosome pullback in UST yields. Curbing investor sentiment in Asia, however,
海外研报
2024年07月05日
