海外研报
筛选
GS--Asia Credit Trader Still Lacking In Firm Direction After Payrolls
Risk appetite was fairly muted last week across the Asiacredit market, as investors awaited the US August nonfarm
海外研报
2024年09月09日
Demand upcycle creates valuation upside; Raise TPs for GDS/VNET; Buy GDS
More specifically, we see China wholesale IDCs are entering an upward demandcycle driven by Gen-AI and GPU-related capex among cloud hyperscalers (e.g. we
海外研报
2024年09月06日
