海外研报
筛选
First Take: AT&T...
Overall a good print. Folks might nitpick the lack of a guidance raise, and longer-term there remain concerns aboutiPhone refresh cycle (and impact on FCF and EBITDA); but both were nicely ahead for now.
海外研报
2024年07月26日
Global Macro Commentary | North America August 16 Morgan Stanley & Co.
Strong US data caps UST rally; solid UK retail sales sends gilts higher; RBNZ's Silk says contraction may be needed to lower
海外研报
2024年08月19日
Global Strategy Weekly
We have always exhorted our readers to watch Japan closely as it has consistently been a forerunner of major market moves (eg the late 1990s tech bubble started to
海外研报
2024年09月06日
GS--cmntchwebcast2024
ACV Auctions Ford Motor Company PaymentusAffirm Fortinet Payoneer Inc.
海外研报
2024年09月14日
Barclays_What's Next in AI – The Semi Perspective_20240919
We recently published a note in coordination with Barclay'sInternet team, "What’s Next in AI?". Below we highlight the
海外研报
2024年09月20日
Mizuho China Weekly Outlook
China’s fiscal income saw a faster decline in August, reflecting a further slowdown in economic activity.
海外研报
2024年09月28日
