海外研报
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The Global 360 Our views around the world
Morgan Stanley does and seeks to do business with companies covered in Morgan Stanley Research. As a result, investors should be aware that the firm may have a conflict of
海外研报
2024年08月12日
On Crude's Tug-Of-War
Bottom Line: A continued softening of oil demand will eventually intensifybearish pressures and pull the floor from beneath oil prices. But we probably arenot there yet..
海外研报
2024年08月20日
F2Q Review: Modernization of Data Center Compute Stack Continues
NVDA F2Q results and F3Q guidance beat expectations, driven by continued strength in datacenter compute platforms and networking for accelerated compute and AI clusters. Management
海外研报
2024年08月30日
GS-- Communacopia + Technology Conference 2024 — Key Takeaways01
Bottom line: We have three key takeaways: (1) IBM sees solid underlying demandin infrastructure Software despite weaker discretionary spending (which is a
海外研报
2024年09月16日
GS--Aerospace in Pictures: September 2024
Aerospace in Pictures aims to provide the Aerospace
海外研报
2024年09月29日
GS--India: RBI policy review: RBI changes policy stance to “neutral”
The RBI MPC voted 5:1 to keep the policy repo rate unchanged at 6.50% at the nOctober meeting in-line with expectations, but changed the policy stance from
海外研报
2024年10月11日
Hotter-than-expected September CPI adds to case
The September CPI report surprised to the upside across the board, with
海外研报
2024年10月12日
GS--Framing The Margin Narratives; Reiterate Positive Stance Across Multiple Themes002
We expect the following themes to be on display in Amazon’s Q3’24
海外研报
2024年10月16日
GD--BUT DON'T GET TOO USED TO A CUT PER MEETING
Yesterday, the ECB cut rates again by 25bps, in line with our long-standing view that the
海外研报
2024年10月19日
