海外研报
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BofA_Meta Platforms Inc_20241022
Expect modest beat; cost focus can drive EPS upside
海外研报
2024年10月23日
BofA_Liquid Insight USD- “October surprise” isn’t just political_20241022
Fundamentals driving USD USD’s move in October has been justified by relative fundamentals and G10 central bank
海外研报
2024年10月23日
BofA--3Q Heads Up: AT&T reporting tomorrow
Momentum in core wireless and broadband segments
海外研报
2024年10月23日
weekly-investment-commentary-en-us-20241021-us-earnings-strength-stands-out
We think U.S. corporate earnings strength will keep broadening beyond tech in
海外研报
2024年10月23日
GS--Falling tobacco sales and higher costs impact near term earnings, refining subsidy highlights
VEA reported a weaker than expected Q3 with Geelong gross refining margin of
海外研报
2024年10月23日
GS--First Take: In-line quarter with guidance reiterated; focus turns to broadband strategy
The bottom line: We expect a muted stock reaction following an in-line quarter, with
海外研报
2024年10月23日
UBS_Microsoft Corp. The Microsoft-OpenAI Relationship_20241020
SummaryOver the last several weeks, concurrent with OpenAI’s latest funding round, a number of
海外研报
2024年10月23日
The USD looks overvalued vs G10 but not enough to trigger any sell signals
The FAST FX model continues to sit out FX markets and has triggered
海外研报
2024年10月23日
Tarrific Analysis--Market Comments
When the Fed cut rates by ‘only-in-an-emergency’ 50bps on September 18 as it Orwell-style said
海外研报
2024年10月23日
