海外研报

GS--E Ink stronger catalysts ahead

In this report we preview Largan, Fositek, and E Ink revenues for the coming 3

TECHNICAL ANALYSIS

2y UST, 10y UST, 10y Bund, Canada 10y, India 10y, EUR/USD,

GS--China’s markets continued to rally (MXCN +11%, MXHK +7%

MXAPJ gained 1%, driven by continued rallies in China

GS--Ishiba cabinet inaugurated, Japanese equities reacted negatively

Summary of the weekTOPIX: 2,694.07 (-1.7%) / NK225: 38,635.62 (-3.0%)

UBS_Apple Inc_20241001

Pro and Pro Max wait times still shorter YoY as low-end gap widens

GS--Asia-Pacific Portfolio Strategy China changes the game

We raise China to overweight and increase our MXAPJ index target on higher

UBS--What do lower interest rates in Switzerland mean for investors?

This report supersedes the original report published on 27

Two strikes and who or what's out?

Market Comments As I mused yesterday, the Iranian foreign minister was bluffing when he

GS--Trade Close: Close Options Recommendation for LEVI

We close our recommendation to buy LEVI straddles. We close our 2-Oct, 2024

UBS--Intelligence weekly #2 – Technology upgrades ahead for AI chips in 5, 4, 3, 2, and 1

While 3Q24 ended on a positive note for AI stocks,