海外研报
筛选
First Take: AMD, ANET, MSFT
Company posted a strong 3Q - backed by record Data Center revenues ($2.8b v, cons $2.75b) and strength in Clien($1.5b v, cons $1.43b). Positioning here was light, as it remains of the most controversial names in semis; after thepain of the past two
海外研报
2024年07月31日
MORNING BRIEFING INTERNATIONAL MARKET INTELLIGENCE
Asia Trade: APAC stocks (0.8%) continued their recent rebound this moring. in Japan, NKY(1.296) recovered from carly losses and was boosled by Uchida's commenls that BOJ
海外研报
2024年08月08日
Global Data Watch
Recent discussion in these pages has focused on the shifting risk bias around our global narrative of sustained growth resilience, sticky inflation, and shallow
海外研报
2024年08月12日
