海外研报

DB--Checks indicate AI monetization

Adobe heads into F3Q earnings on Thursday, September 12th with sentiment more positive on the name relative to last quarter. Accordingly, expectations are also

Citi_The Global Point Wednesday, 11 September 2024

China Sportswear - Nike’s channel inventory “reset” in 4Q; D/g Topsports & Li Ning to Neutral; Maintain Neutral on Anta

GS--Peloton Interactive Inc. (PTON): Communacopia + Technology Conference — Key Takeaways

Presenter: We hosted CFO Liz Coddington at the Communacopia + TechnologyConference.

GS-- Highlighting reasonably valued laggards in an expensive market

Performance: NIFTY hit all-time high for the 4thconsecutive week, up 2% w/w. Real estate, Financials

The Final Phase of the Disinflation Process With Positive Ef

Is high inflation good for a currency, or low inflation? Those who trade currencies day

BofA_Liquid Insight Is US election risk already overpriced_20241007

Fade USDCNH vol risk premium into US election

UBS_China Economic Perspectives Upgrading China GDP growth Forecast_20241018

New polilcies announced, likely bilgger fiscal impukseChina has announced new mooetary,