海外研报

Samsung, Dc Capex, AMD, ANET, DV, FRSH, FVRR, INFA, MBLY, MSFT, PEGA, PINS, QRVO,sWKS

Reuters today reportes that the US government's planned trade restrictions on semiconductor manufacturingequipment will exclude Japan, the Netherlands & South Korea, focusing instead on cxports from lsracl, TaiwanSingapore and Malaysia.

Americas Morning Research Summary

This summary is compiled from research reports previously published by Barclays Equity Research. A full list of all publications is available on

Thoughts Post the 2Q Call

2Q beat-and-raise supports 2024 outlookPfizer (PFE) shares traded positively today (+2%; DRG: -1%) following solid 2Q results (rev: