海外研报
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GS--What’s Powering Your Services Recap - 9/13/24
This week in Business & Information Services, we had a number of companiespresent at our 2024 Communacopia + Technology Conference in San Francisco,
海外研报
2024年09月15日
BofA - Hartnett - The Flow Show 3B Bulls_20240912
Scores on the Doors: gold 21.6%, stocks 13.6%, crypto 9.1%, HY bonds 6.9%, IG bonds 4.8%, cash 3.7%, govt bonds 2.2%, US dollar 0.3%, commodities -2.0%, oil -6.1% YTD.
海外研报
2024年09月15日
BofA--Global FX Weekly Powell s victory lap- Draghi s frustration_20240913
G10. US soft landing and Fed still main market drivers. Draghi shows the way in Europe. EM. More conservative Fed pricing to weight on EM FX.
海外研报
2024年09月15日
BofA--Stock Flash Bullish AVGO, LOW, PLTR and ROST. Bearish FERG and SCHW_20240912
Broadcom (AVGO): Bullish triangle breakout watchAVGO is a semiconductor devices stock that is on bullish triangle breakout watch. A
海外研报
2024年09月15日
GS--Foreign selling led by Korea and Taiwan; India domestic funds saw strong
Foreign (FII) flows / positioningn EM Asian ex-China region saw selling (-US$1.9bn) this
海外研报
2024年09月15日
GS--European Conviction List - Directors’ Cut September 13, 2024 Update
We remove DSV from the Conviction List. DSV was on the list for 195 days,delivering a total return of 25.0% and a relative return to the SXXP of +19.3% (as of
海外研报
2024年09月15日
GS-- Communacopia + Technology Conference 2024 — Key Takeaways01
Bottom line: We have three key takeaways: (1) IBM sees solid underlying demandin infrastructure Software despite weaker discretionary spending (which is a
海外研报
2024年09月16日
GS--Communacopia + Technology Conference 2024 — Key Takeaways02
Bottom line: We have three key takeaways: (1) IBM sees solid underlying demandin infrastructure Software despite weaker discretionary spending (which is a
海外研报
2024年09月16日
GS--Keysight Technologies Inc. (KEYS)
Presenters: We hosted Keysight’s Satish Dhanasekaran, President and CEO, andNeil Dougherty, Executive Vice President and CFO at our conference.
海外研报
2024年09月16日
GS--Communacopia + Technology Conference 2024 — Key Takeaways03
Bottom line: We have three key takeaways: (1) Lumen expects to see ongoingbenefits from its AI datacenter interconnect agreements with Microsoft and others
海外研报
2024年09月16日
