海外研报
筛选
GS--PR, DVN, EQT; Sells: APA, CRK
We believe that in the near term, the increased uncertainty around commodity price
海外研报
2024年10月16日
Gen AI: Who is spending what? Where will revenues come from? The ultimate industry model.
The world will spend $105bn on XPUs in 2024, i.e.$210bn in AI capex, up 10x vs. 2020.
海外研报
2024年08月12日
GS-- Downgrade ETSY to Sell
As we head into Q3’24 eCommerce earnings, we address key industry themes and
海外研报
2024年10月16日
GS--Another well-rounded beat, with focus on the NII outlook
BAC reported 3Q24 EPS of 81¢, vs. GSe/Visible Alpha Consensus Data 73¢/75¢,
海外研报
2024年10月16日
GS--Communacopia + Technology Conference — Key Takeaways
Moderated by: Will Nance, Payments and Financial Technology, Goldman SachsBottom Line: Mastercard mgmt continues to see a consumer supported by a strong
海外研报
2024年09月16日
Barclays_Americas Morning Research Summary_20241015
Barclays Live.Barclays Capital Inc. and/or one of its affiliates does and seeks to do business with companies covered in its research
海外研报
2024年10月16日
BofA - Harnett - Global Fund Manager Survey Bull Charge_20241015
Bottom Line: the biggest jump in investor optimism since Jun'20 on Fed cuts, China
海外研报
2024年10月16日
On Our Minds RBI: Growth optimism behind hawkish stance
The RBI kept the policy rate (at 6.5%) and the policy stance (withdrawal of accommodation) unchanged during its monetary policy meeting in August
海外研报
2024年08月12日
