海外研报
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Navigating 2025 AI cloud investment
The Morgan Stanley tech team's median expectation is for NVIDIA-related stocks to grow 37% Y/Y and non-NVIDIA to grow 14%.
海外研报
2024年08月12日
Mapletree Industrial Trust
DDiivveerrssiififieedd ““nneeww eeccoonnoommyy”” llaannddlloorrdd wwiitthh aa ddaattaa--cceenntteerr ssppiinn.. Mapletree Industrial Trust ("MINT") is one of Singapore's largest
海外研报
2024年07月27日
jefferies--Datacenter Demand Continuing to Surge: The State of Play with McKinsey & More
McKinsey increases LT data center forecast +50% vs September 2023.Sustainability is a lower priority for hyperscalers as 'speed to market' rises in
海外研报
2024年10月11日
Rabo--Sour grapes?
Sour grapes. According to the Cambridge Dictionary one of the ways to interpret this idiom is:‘bad behaviour that happens because someone is more successful’. Looking at the current state
海外研报
2024年10月11日
