海外研报
筛选
Catalysts and What Type of Landing?
Inflation seems to be under control (by recent standards), which helped markets. We were a bit surprised how strongly the market reacted to PPI, as it is generally a tier 2 piece of data, and we seem
海外研报
2024年08月19日
Demand upcycle creates valuation upside; Raise TPs for GDS/VNET; Buy GDS
More specifically, we see China wholesale IDCs are entering an upward demandcycle driven by Gen-AI and GPU-related capex among cloud hyperscalers (e.g. we
海外研报
2024年09月06日
GS--2024 Communacopia and Technology Conference - Day 2 Key Takeaways
Companies from the US Telecom and IT Services sectors presented during Day 2 ofthe GS Communacopia +Technology Conference. We highlight key takeaways on
海外研报
2024年09月14日
