海外研报
筛选
Not everyone gets a medal
Amid an equity sell-off, US economic data may show soft spotsbut remain solid overall. Meanwhile, signals out of Europe and
海外研报
2024年07月29日
Despite Some Near Term Noise, the Long Term Signal for Azure & AI Is Clear
As a reminder, our FQ4 (Jun) Microsoft partner survey work (link here) softened across most metrics, which we interpreted to mean that this quarter would have less
海外研报
2024年08月01日
