海外研报
筛选
Gen AI: Who is spending what? Where will revenues come from? The ultimate industry model.
The world will spend $105bn on XPUs in 2024, i.e.$210bn in AI capex, up 10x vs. 2020.
海外研报
2024年08月12日
US Labor Market: Cracks Beneath The Surface
The US unemployment rate has clocked in below 4.5% for 33 consecutive months. However, this historicallylow rate camouflages nascent cracks in the US labor market.
海外研报
2024年08月20日
Tomorrow, back to only thinking "Rate cuts!"
Today, markets are only interested in one economy, one field, and earnings from one company,which may or may not be in a bubble. It makes a change from a focus on “Rate cuts!” I guess. But
海外研报
2024年08月30日
GS--Keysight Technologies Inc. (KEYS)
Presenters: We hosted Keysight’s Satish Dhanasekaran, President and CEO, andNeil Dougherty, Executive Vice President and CFO at our conference.
海外研报
2024年09月16日
