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StoneX Strategy U.S. Landing Gear Engaged, Labor Data in Focus
StoneX Strategy U.S. Landing Gear Engaged, Labor Data in FocusA spate of recent data indicate that while the U.s. labor market has slowed, the economy has avoidedspiraling into recession
海外研报
2024年08月30日
F2Q Review: Modernization of Data Center Compute Stack Continues
NVDA F2Q results and F3Q guidance beat expectations, driven by continued strength in datacenter compute platforms and networking for accelerated compute and AI clusters. Management
海外研报
2024年08月30日
Raising estimates despite FX headwinds
Following strong all round Q2 results announced earlier in August, we raiseour FY24 estimates by 4% at the net revenue level and 7-9% at the EBIT,
海外研报
2024年08月30日
Invidious-Global Daily
Headlines today are of disappointing earnings at NVIDIA. Yet somehow world markets --and the world economy aside from one firm, in one sector, in one country-- managed to survive, and we
海外研报
2024年08月30日
Power demand is inflecting: 1-1.5% up since the start of the year
Earlier this year (here), we noted that Europe could soon experience an inflection inpower demand (datacenters, electrification). We now point out something that the
海外研报
2024年08月30日
THE UNITED STATES ECONOMIC MONITOR
We look for little change in in initial jobless claims today, and a run of lower numbers this fall…
海外研报
2024年08月30日
THE EUROZONE ECONOMIC MONITOR
Money data suggest the savings rate is no longer rising, pointing to a pick-up in spending...
海外研报
2024年08月30日
Clarity on Blackwell and Strong Data Center Demand Met with Margin Re-Set; FY2Q EPS Recap
While we expect Nvidia’s FY4Q (January) implied gross marginoutlook in the low-70% range coupled with the company’s growing
海外研报
2024年08月30日
Nomura Quant Insights
Volatility likely to stay high even with the Jackson Hole conference over nowUS Fed Chair Jerome Powell's comments at the Jackson Hole symposium drew attention
海外研报
2024年08月30日
Capital Market Outlook
Macro Strategy—Taking Stock of the Four Horsemen of U.S. Public Sector Finances:The Four Horsemen of U.S. public sector financing are Demographics, Defense,
海外研报
2024年08月30日
