海外研报
筛选
BofA_US Watch An A+ jobs report_20241004
Strength across the board, only 25bp warranted in November
海外研报
2024年10月08日
MS - Meta Platforms - META Advances its Hardware and Software AI
We highlight 3 key advancements across META's hardware and
海外研报
2024年09月28日
JPM - Meta- All or Nothing... Connect 2024 Thoughts and Laterals_20240925
Launch of the Quest 3S at $299.1.2. Launching Llama 3.2, its first model capable of processing images.
海外研报
2024年09月28日
GS--Natural Gas_ Front-loaded production to back-load $4 Henry Hub
US gas markets continue to approach the turning point where gas prices will, in
海外研报
2024年09月28日
Quarterly Vantage Points September 18, 2024
Much of the data and conclusions on investor themes come from the Morgan Stanley Prime Brokerage Global Investor Surveys. The
海外研报
2024年09月24日
GS--KOSPI continued to gain by 1% despite semi sector volatility
KOSPI continued to gain by 1% despite semi sectorvolatility. The Pharmaceutical, Steel and Shipbuilding
海外研报
2024年09月22日
China_ the playbook for a steeper CNH rates curve
less attraction for basis-driven cross-border flows, but not a reversal.Foreign flows to onshore NCDs had already slowed in August, and are
海外研报
2024年09月20日
GS--Crown Castle International Corp. (CCI): Communacopia + Technology Conference 2024
Bottom line: We have three key takeaways: (1) Crown Castle remains constructiveon its domestic tower operations as its wireless carrier customers will need to
海外研报
2024年09月11日
The Fog of War, The Economy, & Markets
I could be extremely lazy this weekend and just repost (with an updated chart) the Heads I’m Smart, Tails I’m Stupid report as the market continued to flip-flop around. On Friday alone, the Nasdaq 100
海外研报
2024年09月02日
Asia Macro Weekly
Malaysia’s investment approvals maintained a robust pace in Q1 2024 after rising to an all-time high in 2023. Investments accelerated in the
海外研报
2024年08月24日
