海外研报

GS--Verizon Communications (VZ): Communacopia + Technology Conference 2024

Presenters: Hans Vestberg, Chairman & CEOBottom line: We have three key takeaways: (1) the company is bullish on the

GS--Upwork Inc. (UPWK): Communacopia + Technology Conference 2024 06

Presenters: We hosted Upwork President & CEO, Hayden Brown, at theCommunacopia + Technology Conference.

GS--Upwork Inc. (UPWK): Communacopia + Technology Conference 2024 — Key Takeaways

Presenters: We hosted Upwork President & CEO, Hayden Brown, at theCommunacopia + Technology Conference.

GS--Keysight Technologies Inc. (KEYS)

Presenters: We hosted Keysight’s Satish Dhanasekaran, President and CEO, andNeil Dougherty, Executive Vice President and CFO at our conference.

GS--Communacopia + Technology Conference 2024 — Key Takeaways02

Bottom line: We have three key takeaways: (1) IBM sees solid underlying demandin infrastructure Software despite weaker discretionary spending (which is a

GS-- Communacopia + Technology Conference 2024 — Key Takeaways01

Bottom line: We have three key takeaways: (1) IBM sees solid underlying demandin infrastructure Software despite weaker discretionary spending (which is a

GS--Weekly Fund Flows Bond Flow Volatility Remains High

Global fund flows, week ending September 11n Flows into mutual funds and related investment products showed net outflows

GS--USA: UMichigan Sentiment Above Expectations

BOTTOM LINE: The University of Michigan’s index of consumer sentimentincreased in the September preliminary report, slightly above consensus

SocGen - On Our Minds - ECB staff still on holidays. Bigger downward revisions likely ahead

Given the recent market volatility and re-pricing of rate cuts since the July meeting, today’s ECB press conference was surprisingly uneventful. A second cut was delivered as

GS--Unity Software Inc. (U): Communacopia + Technology Conference 2024 — Key Takeaways

Strategic initiatives: Management highlighted focus on the stability of theplatform, discipline in strategy and improved, and consistent execution. While