海外研报
筛选
USA: Core CPI Roughly in Line With Expectations; Estimating a 0.14% Increase in July Core PCE
BOTTOM LINE: July core CPI rose 0.17% month-over-month, roughly in line withexpectations. The composition was mixed, as large declines in the volatile used cars
海外研报
2024年08月15日
Clarity on Blackwell and Strong Data Center Demand Met with Margin Re-Set; FY2Q EPS Recap
While we expect Nvidia’s FY4Q (January) implied gross marginoutlook in the low-70% range coupled with the company’s growing
海外研报
2024年08月30日
Asia Cross Asset Focus – Monthly
Focus of the month – APAC’s monetary policy outlook and market implicationsNow that the Fed is dovish and the dollar is weaker, there are no more external hurdles stopping
海外研报
2024年09月03日
GS--China: Soft money and credit data in August
August total social financing (TSF) flows, new RMB loans, and money supply growthremained soft, largely in line with market expectations. August money and credit
海外研报
2024年09月15日
GS--outflows in Japan ETFs; HFs significantly sold China this week, after recent gains
Foreign (FII) flows / positioning
海外研报
2024年10月12日
