海外研报
筛选
Large foreign buying in Taiwan this week
Foreign (FII) flows / positioningn EM Asian region saw buying (+US$3.3bn) this week,
海外研报
2024年08月18日
A severe case of COVIDIA: prognosis for an AI-driven US equity market
NVIDIA and its GPU customers are now a large driver of equity market returns, earnings growth, earnings revisions, industrial production and capital spending. NVIDIA’s financial results are extraordinary (it beat on
海外研报
2024年09月05日
artificial-intelligence-what-does-it-mean-for-real-estate
Artificial Intelligence (AI): what was once just a buzzword, is now reshaping industries and
海外研报
2024年09月13日
BofA_LatAm Oil & Gas
Revising E&P estimates following cut to oil price forecastFollowing BofA’s Global team cut to oil prices, we are updating our oil producer models
海外研报
2024年09月19日
GD--AUGUST DATA REVEAL THE FED'S NEW CONUNDRUM
The main story line from the August personal income and spending data is, assuming payroll
海外研报
2024年10月01日
UBS--What do lower interest rates in Switzerland mean for investors?
This report supersedes the original report published on 27
海外研报
2024年10月08日
GS-- first bio-tech trait earnings coming through
Biotech seeds - improved visibility on trait payment:
海外研报
2024年10月11日
GS-- Amorepacific, Fast Retailing, NVDA
China Macro - Raising 2024/25 GDP Forecasts on Stimulus. The latest round of
海外研报
2024年10月14日
MS_Thematic Alpha - Conviction into Earnings_20241016
Consensus expectations are for S&P 500 3Q EPS to be up +3% Y/Y on sales
海外研报
2024年10月17日
