海外研报
  1. 首页
  2. 海内外研报
  3. 海外研报

筛选

研报种类:

列表

BofA_Meta Platforms Inc Connect provides holographic glasses reveal,

Holographic glasses coming; a next gen smartphone?Mark Zuckerberg’s Meta Connect keynote highlighted Metaverse hardware innovation &
海外研报

BofA_Liquid Insight Into the Fed rate-cutting cycle for G10 FX_20240926

As the Federal Reserve kicks off its rate-cutting cycle, we continue to expect modest
海外研报

BofA_FX Viewpoint Risk Managing the USD_20240926

• Markets have reacted well to the Fed's 50bp cut, further supporting the "soft landing"
海外研报

GS--Australia: Job Vacancies: Broad-based Decline in August

Bottom Line: Australian job vacancies fell 5.2%qoq in the three months to August.
海外研报

GS--Asia-Pacific Portfolio Strategy: Asian equity market daily update06

The MXAPJ Index rose 2.0% today. China and Korea markets outperformed, while
海外研报

Four influential changes from the jointed press conference

At yesterday’s press conference held jointly by the PBoC, the National Financial Regulatory Administration (NFRA),
海外研报

Mizuho China Weekly Outlook

China’s fiscal income saw a faster decline in August, reflecting a further slowdown in economic activity.
海外研报

GD--CONFIDENCE CRISIS CONTINUES

The ghost of poor fiscal-policy decisions taken by previous Workers’ Party (PT) governments
海外研报

GD--BEIJING’S RALLY

Last week we wrote that we had never seen Chinese growth prospects this bad. It seems as
海外研报

GS--Ongoing strength in Datacenters, stabilization in Towers

Overview: We believe investors are long datacenters (hyperscalers still strong)
海外研报