海外研报
筛选
GS--China+ Conference 2024: AI panel: From Infrastructure to Application;
We hosted China Tech and AI: From Infrastructure to Application Panel on Sep11th at our China+ Conference 2024. Speakers include Chairman of Kunlun Tech
海外研报
2024年09月12日
Citi_The Global Point Wednesday, 11 September 2024
China Sportswear - Nike’s channel inventory “reset” in 4Q; D/g Topsports & Li Ning to Neutral; Maintain Neutral on Anta
海外研报
2024年09月12日
GS--Addressing FAQs on a potential merger between UniCredit and Commerzbank
On 11 September, UniCredit announced that it has acquired a c.9% stake inCommerzbank and will submit regulatory filings for authorisation potentially to
海外研报
2024年09月12日
GS--EASD Day 1 takeaways - long acting insulin
The key focus areas for day 1 of EASD were the (1) updated data for the weeklyinsulin therapies from Novo Nordisk and Eli Lilly (covered by Chris Shibutani), (2)
海外研报
2024年09月12日
GS--Global Markets Daily: Q&A on the Dollar After the First Cut
Q: Does it matter how much the Fed cuts versus other G10 central banks ineach cycle?
海外研报
2024年09月12日
GS--GS China+ Conference 2024 – Key Takeaways: Cyclical inflection in producers’ eyes,
We hosted a panel on producers’ feedback on China capacity (link). The feedbackreaffirmed our assessment of 1) industry supply response in the electric vehicle,
海外研报
2024年09月12日
JPM--US MARKET INTELLIGENCE ELECTION UPDATE
WHAT HAS CHANGED: The key changes since our last publication was last night's debate, across-asset call with our Research teams, including Federal Government Relations, and the
海外研报
2024年09月12日
EF--Mixed jobs report offers no definitive signal for the Fed 01
The August employment report was a decidedly mixed one, improving compared to July but by less than anticipated for some metrics. On
海外研报
2024年09月12日
ECB --September 2024 Meeting Preview
We expect a 25bp cut, in line with market pricing. The language in the statement is unlikely to change
海外研报
2024年09月12日
MS_Charts That Caught My Eye_20240910
A guiding principle at Morgan Stanley Research is to enhance your investment process by delivering unique insights that
海外研报
2024年09月12日
