海外研报
筛选
What do your semis neighbors own? June ’24 update
Semis rel. weighting falls again, now below 1.0xWe use BofA Equity Strategy data (see related report here) to examine breadth (what %
海外研报
2024年07月04日
SALES COMMENTARY ONLY (NOT A PRODUCT OF RESEARCH)
While earnings are off to a strong start – 78% beating an already high “hurdle” and 2Q24 EPS estimates revised higher to +10.2% – mega cap tech results
海外研报
2024年07月30日
