海外研报
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Still Like Macau Gaming, Though More BB Than B
The shifting macro dialogue once again was the main driverof global markets. Recent concerns on US growth were
海外研报
2024年08月19日
HFs Sellers of N. Am Equities Despite Market Breadth Improving
Volumes remained lower ahead of the holiday weekend, however the market posted notable signs of improving breadth as the equal
海外研报
2024年09月06日
GS--Microsoft Corp. (MSFT): Communacopia + Technology Conference 2024 — Key Takeaways
Presenter(s): We hosted Microsoft’s CTO Kevin Scott as part of our Communacopia+ Technology conference.
海外研报
2024年09月14日
Barclays - Tesla - Robotaxi Day Preview – furthering the AV narrative,
Key takes: 1. Event critical in outlining plan for next phase of
海外研报
2024年10月02日
GS--Downgrading to Sell; muted growth should continue for the next few quarters
We downgrade AZO to Sell from Buy as we reposition our stock
海外研报
2024年10月15日
Barclays - Hermes - Setting the Agenda_20241017
We expect limited surprise from Hermes Q3 sales (Barc at +11% organic growth): Hermes
海外研报
2024年10月18日
BofA_High Frequency Monitor Persistently positive_20241021
Global equities rally on US strengthLast week, the MSCI AC World Index (0.5%) rallied for the eighth week in ten as the US
海外研报
2024年10月22日
GS--The China Growth Trade—What’s Priced and What’s Ahead (Chang)
Markets have priced a significant upgrade to China growth in recent weeks after n
海外研报
2024年10月25日
