海外研报

BofA_Uber Twenty-minute Robotaxi event concludes six months of Uber event worry_20241011

Tesla’s “We, Robot” envisions autonomous futureTesla hosted its Robotaxi event “We, Robot” in Los Angeles. Key announcements for

BofA_Tesla Motors We, Robot- Good event - maybe We, raise low cost capital now_20241011

Robotaxi event lives up to the hype; Reiterate Buy

BofA_Global Economic Weekly Not so fast (vol II)_20241011

Last week, stronger-than-expected US payrolls led the market to once again reprice the

BofA_Europe Economic Weekly Vamos_20241011

Weekly view: suspense, suspense

BofA_Automotive Industry Weekly automotive pit stop_20241011

Valuation update – Pages 9-13We believe the accompanying valuation framework is one of the most important

BofA_Airbnb AirDNA September Update; modest changes to full quarter estimates_20241011

Sep data indicates 15% Airbnb nights growthAirDNA estimates Airbnb’s nights booked (based on date of booking) were up 15% y/y in

BofA - Hartnett - The Flow Show To Xi, or not to Xi_20241010

Scores on the Doors: gold 26.5%, stocks 18.6%, crypto 12.1%, HY bonds 7.8%, commods

Barclays_US CPI Inflation Monitor (September CPI) Recent strength not worrisome, yet_20241010

The September CPI report was stronger than expected, led by core and food inflation.

Barclays_September CPI- Limited relief even as shelter inflation retreats_20241010

Core CPI surprised to the upside, rising 0.31% m/m (3.3% y/y),

Barclays_Equity Strategy Market Review_20241011

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