海外研报
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GS--Americas Benchmarking Software_ CAC meaningfully increases in consecutive quarters
2Q24 customer acquisition cost (CAC) meaningfully increased QoQ in oursoftware sample set for the second consecutive quarter. This increase in CAC is
海外研报
2024年09月21日
BofA_Europe Economic Weekly Back to the policy mix_20240927
Weekly view: All about the policy mix
海外研报
2024年09月29日
MS_China's Deflationary Spillovers_20240708
Deflation in China is spilling over into the US and euro area via
海外研报
2024年10月07日
UBS--Our favorite Longer-Term Investment themes
This monthly report looks at the valuation and
海外研报
2024年10月13日
GS--suggests guidance achievable
Pre-US open today, GMAB’s partner JNJ (covered by Chris Shibutani) reported 3Q24
海外研报
2024年10月16日
