海外研报

MS GenAI Adoption - 2 Years In

In 2025, Cloud Capex spend will equate to the entire Apollo

MS - The Triple 20-September 4, 2024 09:00 PM GMT

We continue to believe Tech Diffusion, Decarbonisation and

GS--European Week Ahead: October 14 - October 20

The key data releases this week include final inflation numbers across the Euro area,

China Stimulus Simplified

I wanted to do this as a flow chart, but my lack of experience with the flowchart tools (and my lack of

GS--mplied commodity prices from equities

China’s government has announced a series of stimulus policies in the past two

GS--Boeing Co. (BA): Updating for 3Q24 preliminary results

Boeing expects to report 3Q revenue of $17.8bn, a GAAP loss per share of ($9.97),

GS--China: Raising 2024/25 GDP Forecasts on Stimulus

na turn on cyclical policy management and increased their focus on the economy.

GS--Framing the Forward Opportunity; Downgrading to Neutral on Balanced Risk/Reward

Ahead of Q3 2024 earnings, we take the opportunity to refresh our

GS-- U/G IBTA to Buy; D/G YELP to Neutral

Ahead of the Q3 ’24 earnings season, we take a fresh look at the key debates for

GS--Framing The Current & Future Landscape for Search (Judicial Matters & AI)

Ahead of its upcoming earnings report and recent heightenedinvestor debates on these issues, we take the opportunity to frame