海外研报
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Demand upcycle creates valuation upside; Raise TPs for GDS/VNET; Buy GDS
More specifically, we see China wholesale IDCs are entering an upward demandcycle driven by Gen-AI and GPU-related capex among cloud hyperscalers (e.g. we
海外研报
2024年09月06日
GS--2024 Communacopia and Technology Conference - Day 2 Key Takeaways
Companies from the US Telecom and IT Services sectors presented during Day 2 ofthe GS Communacopia +Technology Conference. We highlight key takeaways on
海外研报
2024年09月14日
GS--China A-shares_ 3 thematic trends_ SPE in Semis
We are positive on China A-shares under coverage, and identify three thematictrends:
海外研报
2024年10月02日
BofA_High Frequency Monitor Two-year rally_20241014
Global equity market rally celebrates a second birthday
海外研报
2024年10月15日
CitiFX Techs - US rates_ Momentum vs resistance
US rates are testing interesting resistance levels. While the momentum on yields suggests that we could see further upside,
海外研报
2024年10月22日
JPM_G10FX_20241024
Disappointed that I had cut my USD longs yesterday, which was once again on the front footand this saw AUDUSD fall ~1%
海外研报
2024年10月25日
