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DB CoTD: Closer....
Having worked with our equitystrategists Binky Chadha and Parag Thatte for manyUS election cycles now, l'm well versed in their view that a tight US electioncampaign tends to see a bias towards sideways markets in the months running upto the
海外研报
2024年08月01日
CEO David Solomon meeting takeaways
Three catalysts to drive stock outperformanceOur meeting with Chairman and CEO David Solomon highlighted the significant
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2024年08月01日
Expected H2 Azure acceleration suggests Q4 softness likely to be short lived
Ramping adoption of native AI services backs H2 accelMicrosoft delivered Q4 results below somewhat heightened expectations, largely due to
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2024年08月01日
Hong Kong: Real GDP growth stronger than expected in Q2
Bottom line: The preliminary reading of 2024 Q2 Hong Kong GDP growth came in at+3.3% yoy, significantly above consensus expectations. In quarter-over-quarter
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2024年08月01日
Rate Cuts Won't Ensure A Soft Landing
A comparison with the most recent 3 months of performance is not particularly relevant, given that this cycle'ssector performance landscape has been distorted by a lack of breadth caused by the meteoric rise in ahandful of iT and iT-adjacent in
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2024年08月01日
Less sizzle, enough AI substance, reiterate Buy
AI delivers, legacy improves, offset by higher cost profileAMD delivered a good quarter with modestly better outlook, addressing recent concerns
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2024年08月01日
Microsoft Corp. (MSFT): First Take on F4Q24 results
We reiterate our Buy rating and $515 PT despite MSFT indicated down 6% afterhours. MSFT reported soft beat magnitudes across revenue (($64.72bn vs
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2024年08月01日
US Consumers More Pessimistic About CurrentEconomic Conditions
The Conference Board measure of consumer confidence surprised to the upside, rising from 97.8 to 100.3 inJuly. Respondents' more optimistic economic outlook drove the overall increase, offsetting a bleaker view olcurrent conditions. Consumers'
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2024年08月01日
USD and the Fed: how soon is now?
Asia overnightDespite a weak lead from US technology stocks, investor sentiment remained firm in Asia. China’s soft PMI data is encouraging investors to think more help for the
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2024年08月01日
Boeing Co. (BA): 2Q24 First Take: year-end production targets reiterated, Kelly Ortberg named CEO
Bottom line: BA 2Q24 results are choppy, as the company worked throughproduction slow downs in commercial and recorded additional charges on challenged
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2024年08月01日
