海外研报
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Unique growth at very reasonable valuation, ignore quarterly noise
Q2 solid, Q3 good not great on Blackwell push-outWe reiterate our Buy rating on Nvidia (NVDA), a top sector pick, raising FY25/26E (roughly .
海外研报
2024年08月30日
Banks & foreign investors buy while CTA demand peaking
Buying aboundsRecent weeks have seen buying flow from CTAs, investment funds, asset managers, banks, and even foreign investors. The bid for duration appears to be quite strong. While
海外研报
2024年09月03日
ADP Employment Below Expectations
BOTTOM LINE: According to the ADP report, private sector employment increasedby 99k in August, below consensus expectations, and employment in July was
海外研报
2024年09月06日
GS-- Housing Market Activity Scale
Mortgage Apps Rise While Other KeyData Points Flattish: The index held at
海外研报
2024年09月11日
GS--MediaAlpha Inc. (MAX): Communacopia + Technology Conference 2024 — Key Takeaways
Presenters: We hosted CEO Steve Yi & CFO Pat Thompson at the Communacopia +Technology Conference.
海外研报
2024年09月15日
Utilities_ REStart_ An alternative returns framework to enhance renewables valuations
Following a period of elevated investor scepticism over the ability of managements to profitably allocate capital to, andextract value from, renewable investments, in this report we reconsider the ways in which renewable energy developers
海外研报
2024年09月20日
