海外研报
筛选
The Deflation of Software
Generative AI has the potential to deflate the software industry. The proliferation of generative-AI-powered software development is widely expected to catalyze digital transformation
海外研报
2024年08月15日
Nomura Quant Insights
Volatility likely to stay high even with the Jackson Hole conference over nowUS Fed Chair Jerome Powell's comments at the Jackson Hole symposium drew attention
海外研报
2024年08月30日
Week Ahead in Economics
US non-farm payrolls will take centre stage next week. Following the soft July figure, we expect a rebound to 175k, which is a moderation from the pace seen earlier in the year. This
海外研报
2024年09月03日
What's wrong with slow agony?
Yesterday saw ex-“whatever-it-takes” ECB president/Italian PM Mario Draghi deliver a shocking report on the EU’s future. As Draghi told a journalist in the Q&A held in a very large .
海外研报
2024年09月11日
BofA--US Equity Futures Watch - S&P 500 Futures Intraday Roll Cost Monitor_20240912
Trading ideas and investment strategies discussed herein may give rise to significant risk and are not suitable for all investors.
海外研报
2024年09月15日
GS--China Optical Transceivers_ 3Q Preview
Optical Transceiver makers (Innolight, Eoptolink, HG Tech, TFC Optical) in ourcoverage are scheduled to report 3Q results during Oct 22~Oct 24. We expect
海外研报
2024年10月11日
DB--An evening in Elon's world
We attended Tesla's much anticipated "We, Robot" event (aka. Robotaxi Day) at
海外研报
2024年10月12日
