海外研报
筛选
BS--Carrier promotions modestly better than last year
Incentives slightly better at more carriers for Pro modelsCarrier incentives allow iPhones to be more affordable as they: 1) bundle iPhone
海外研报
2024年09月12日
BofA_Global Equity Volatility Insights Fall vol not over but AI still a right tail risk
More volatility to come, but AI remains a right-tail riskNotwithstanding Monday’s rally, equities (especially tech) seem to have had a tough start
海外研报
2024年09月12日
BofA_Liquid Insight AUD and iron ore
Iron ore remains a large share of Australia's exports but prices have a tenuous historical relationship with AUD FX.
海外研报
2024年09月12日
BofA_Liquid Insight AUD and iron ore_20240910
Iron ore remains a large share of Australia's exports but prices have a tenuous historical relationship with AUD FX.
海外研报
2024年09月12日
Capital Markets Strategy
"What, then, consoles usin this human society full of calamities,out the unfeigned faith and mutual loveof true and good friends?"
海外研报
2024年09月12日
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
