海外研报
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GS--US Election Monitor: September 10 Update (Phillips/Krupa)
White HouseWhere things stand: Vice President Harris leads former President Trump by around
海外研报
2024年09月11日
GS--Appreciate Continued Durable Performance
We reiterate our Neutral rating while raising our Price Target to $155(from $137) following Oracle’s F1Q25 earnings. Total Revenue
海外研报
2024年09月11日
GS--Oil Tracker: Record Low Financial Demand vs. Resilient Physical Demand
The Brent crude price continued sliding down over the last week to the lowest levelsince December 2021, with the disappointing US jobs report on Friday pushing Brent
海外研报
2024年09月11日
MS_It s Finally iPhone 16 Glow(Game) Time_20240910
Apple's iPhone 16 launch event was as-expected, with new details on the Apple Intelligence rollout, a new Visual
海外研报
2024年09月11日
MS - The White House and the Dollar
Policies proposed by the Republican presidential campaign would likely boost USD. A potential Republican administration
海外研报
2024年09月11日
MS - How Much Would a 28% Corporate Tax Rate Lower EPS
We assess the EPS impact of a potential proposal to increase the corporate tax rate 7ppt from 21% to 28%, with a median
海外研报
2024年09月11日
EF--Mixed jobs report offers no definitive signal for the Fed
The August employment report was a decidedly mixed one, improving compared to July but by less than anticipated for some metrics. On
海外研报
2024年09月11日
JPM_US Industrials Commentary_20240910
BA: Latest on Pot'l for Strike (Unlon Pres Comments) + BA Further Delaying Supplkers 737 MAX Output by another 6months - we will get ollicial monthly deliveries for August at 1la ET
海外研报
2024年09月11日
JPM_Tuesday FAQs... AT&T, UBER, ORCL, CMCSA, SPHR, EQIX_DLR
CEO updated leverage targets this morning, guiding to hitling, 2.5x leverage exiting 2024, vs prior guide of 1l"25.The bigger debate has been around whether $tankey slightly downticked an imates
海外研报
2024年09月11日
JPM_GenAI Updates... MSFT, GOOGL, NOW, ORCL_AMZN_20240910
in a market looking for (ienAl catalysts amidst some jitter to the theme in recent weeks, there were a number olpresentations this afternoon that stood ont.. Microsoft cTO, Goozle Cloud
海外研报
2024年09月11日
