海外研报        
            
        
    
        
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        Weekly commentary
                    Leaning into income in fixed income• Total income has returned to credit thanks to higher-for-longer interest rates.We prefer pockets of credit where investors are better compensated for risk.                
                
                    海外研报
                    2024年07月04日
                
            Tesla Inc. (TSLA): 2Q24 deliveries first take - results above consensus
                    Tesla delivered about 444k vehicles and produced about 411k vehicles in 2Q24Tesla reported preliminary 2Q24 vehicle deliveries of about 444k (up 15% qoq anddown 5% yoy), and production of about 411k vehicles (down 14% yoy). This                
                
                    海外研报
                    2024年07月04日
                
            Hong Kong: Retail sales fell further in May
                    On a month-over-month basis (seasonally adjusted), Hong Kong retail salescontinued to decline in May (-1.6% in value terms, -1.4% in volume terms). Sales                
                
                    海外研报
                    2024年07月04日
                
            
                    
                    
                    
                    
                    
                    
                    
                    
                    
                    