海外研报

GS--Aerospace & Defense_ 3Q24 earnings preview

Our 3Q24 A&D earnings preview provides our current thoughts on each sub-marketand single stock ideas into the results period. Aerospace OE is challenged by the

GS--China Optical Transceivers_ 3Q Preview

Optical Transceiver makers (Innolight, Eoptolink, HG Tech, TFC Optical) in ourcoverage are scheduled to report 3Q results during Oct 22~Oct 24. We expect