海外研报
筛选
BofA_China Watch Sep PMI shows manufacturing improving while services slowing_20240930
Mfg. PMI improved sequentially; services PMI dropped
海外研报
2024年10月02日
BofA_Global Earnings Revision Ratio Cautionary tone_20240930
Global Earnings Revision Ratio retreated in September
海外研报
2024年10月02日
BofA_Stock Flash Bullish BWXT, ORLY, UNH and VZ. Bearish MFIC and NVO_20240927
BWX Technologies (BWXT): Bullish triangle targets 125
海外研报
2024年10月02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
GS--Week 39 Wrap - A new wave of easing; Transactions surged
Key highlights for the week:
海外研报
2024年10月02日
GS--China Smartphones: Aug shipments +18% YoY; 8M24 +14% YoY
August smartphone shipments in China were +18% YoY, leading to 8M24
海外研报
2024年10月02日
GS--China: Caixin services PMI fell in September
The Caixin China General Services Business Activity Index (headline services PMI)
海外研报
2024年10月02日
GS--China: NBS manufacturing PMI rose while Caixin manufacturing PMI fell in September
The NBS manufacturing PMI increased to 49.8 in September from 49.1 in August
海外研报
2024年10月02日
GS--China: PBOC reiterated its commitment to enhancing monetary policy easing at Q3 MPC meeting
The PBOC held its Q3 MPC meeting on September 25th (the day after a joint press
海外研报
2024年10月02日
DB - China Macro - How is this time different_20240930
Whie saly market reactions have been posiive, sustained momentwn hinges onswift irnplentatio of
海外研报
2024年10月02日
