海外研报

GS--Communacopia + Technology Conference 2024 — Key Takeaways03

Bottom line: We have three key takeaways: (1) Lumen expects to see ongoingbenefits from its AI datacenter interconnect agreements with Microsoft and others

artificial-intelligence-what-does-it-mean-for-real-estate01

Artificial Intelligence (AI): what was once just a

DB_Investor Positioning and Flows - Five Considerations For A Catalyst Rich Month_20241004

This month brings a plethora of potential catalysts with the ongoing geopolitical

UBS-- Fiscal anchor reinforced, but external uncertainties remain

Argentina’s remarkable commitment to fiscal

GS--Another well-rounded beat, with focus on the NII outlook

BAC reported 3Q24 EPS of 81¢, vs. GSe/Visible Alpha Consensus Data 73¢/75¢,

Asia_Macro_Weekly_financial_conditions_favourable_despite_cross_currents

Financial conditions favourable despite cross currents