海外研报

GS--Communacopia + Technology Conference 2024 — Key Takeaways03

Bottom line: We have three key takeaways: (1) Lumen expects to see ongoingbenefits from its AI datacenter interconnect agreements with Microsoft and others

GS--India Pharma: Aug’24 Pulse Check: Export tracker

We analyse the export data of key CRDMO companies for Aug’24 to get the senseof the latest trends in the market. At a company-specific level, the current month’s

GS--Drawdown Risk | EU REITs | Transport Chartbook |

Post the early August sell-off, global equities have remained volatile with investorsquestioning whether to ‘buy the dip’ or if there was risk of another drawdown. While

GS--Global Markets Comment: The US Election and Asset Markets—A New Match-Up (Wilson/Chang)

The US election has seen dramatic shifts in recent weeks, culminating inPresident Biden’s decision to exit the race and setting the stage for a new

Friday The 13th: The Cutting Cycle

Market speculation about a 50 bps rate cut by the Fed next week returned overnight after the Financial Times and the Wall Street Journal called the Fed’s rate choice between 25 and 50 bps

GS--Zoom Video Communications Inc. (ZM): Communacopia + Technology Conference 2024

Presenter(s): We hosted Zoom’s CEO Eric Yuan as part of our Communacopia +Technology conference.

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.