海外研报
筛选
GS--China Smartphones: Aug shipments +18% YoY; 8M24 +14% YoY
August smartphone shipments in China were +18% YoY, leading to 8M24
海外研报
2024年10月02日
BCA_Did China Just Launch A Bazooka_20240926
. The odds are that the adrenaline from the recent poliey stimulus will besufhcient to produce a
海外研报
2024年10月01日
Barclays_China stimulus This could be big_20240927
While not our base case, a CNY5trn property stabilisation fund
海外研报
2024年10月01日
UBS--The next surprise?
In the first three quarters, including the month of September, market
海外研报
2024年10月01日
Barclays_China stimulus Incremental vs bazooka_20240927
September's Politburo meeting reinforced expectations that
海外研报
2024年10月01日
UBS--USDCNY: Driven by hope and flows, but US election remains a risk
We cut our USDCNY target to 7.2 (from 7.3) for December 2024,
海外研报
2024年10月01日
GD--AUGUST DATA REVEAL THE FED'S NEW CONUNDRUM
The main story line from the August personal income and spending data is, assuming payroll
海外研报
2024年10月01日
GS--US Week Ahead: September 30 – October 6
The key economic data releases this week are the JOLTS job openings report and
海外研报
2024年10月01日
GD--BEIJING’S RALLY003
Last week we wrote that we had never seen Chinese growth prospects this bad. It seems as
海外研报
2024年10月01日
UBS--US Equity sector outlook003
US equities hit all-time highs following the Fed’s decision to cut
海外研报
2024年10月01日
