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Rabo--Sour grapes?
Sour grapes. According to the Cambridge Dictionary one of the ways to interpret this idiom is:‘bad behaviour that happens because someone is more successful’. Looking at the current state
海外研报
2024年10月11日
jefferies--Datacenter Demand Continuing to Surge: The State of Play with McKinsey & More
McKinsey increases LT data center forecast +50% vs September 2023.Sustainability is a lower priority for hyperscalers as 'speed to market' rises in
海外研报
2024年10月11日
Global Metals & Mining_ Rio Tinto agrees counter-cyclical cash offer to acquire Arcadium Lithium
Rio Tinto has announced an agreement to acquire Arcadium Lithium (Not Rated).According to Rio, this represents a counter-cyclical expansion aligned with its
海外研报
2024年10月11日
BofA Equity Vol Insights - Nervous Vol Still Underprices Election Week
Stressed vol still underprices rare election + FOMC weekUS equity vol has become notably stressed in recent days with geopolitical risks rising and the US election approaching. The VIX trades at a 14-point premium to S&P realized
海外研报
2024年10月11日
Navigating 2025 AI cloud investment
The Morgan Stanley tech team's median expectation is for NVIDIA-related stocks to grow 37% Y/Y and non-NVIDIA to grow 14%.
海外研报
2024年08月12日
