海外研报
  1. 首页
  2. 海内外研报
  3. 海外研报

筛选

研报种类:

列表

Barclays_What's Next in AI – The Semi Perspective_20240919

We recently published a note in coordination with Barclay'sInternet team, "What’s Next in AI?". Below we highlight the
海外研报

FOMC_cuts_by_50bp

move, maintaining our view that the fed funds ceiling will fall to 3.5%.• The 50bp cut was made to ensure the Fed doesn't fall behind the curve.
海外研报

Four influential changes from the jointed press conference

At yesterday’s press conference held jointly by the PBoC, the National Financial Regulatory Administration (NFRA),
海外研报

GS--Asia-Pacific Portfolio Strategy: Asian equity market daily update06

The MXAPJ Index rose 2.0% today. China and Korea markets outperformed, while
海外研报

GS--ADT Inc. (ADT): Communacopia + Technology Conference 2024 — Key Takeaways

Bottom line: ADT has streamlined the business over the past year to focus onresidential security monitoring with the divestiture of its commercial business and
海外研报

GS--NIFTY hit ATH this week, up 2%; Valuations hit peak levels

Performance: NIFTY hit all time high this week, up 2%w/w (MXAPJ: +1% w/w). Across sectors, FMCG led
海外研报

SocGen - On Our Minds - LDP presidential election and future economic policy

The LDP presidential election is to be held on 27 September. A record nine people have announced their candidacy. As Diet members’ votes are expected to be dispersed among
海外研报

GS--China Economic Activity and Policy Tracker: September 20

In this note, we update four sets of high frequency indicators that we track: 1)consumption and mobility; 2) production and investment; 3) other macro activity; and
海外研报

GD--BEIJING’S RALLY

Last week we wrote that we had never seen Chinese growth prospects this bad. It seems as
海外研报

Mizuho China Weekly Outlook

China’s fiscal income saw a faster decline in August, reflecting a further slowdown in economic activity.
海外研报