海外研报
筛选
MS_Charts That Caught My Eye_20241022
A guiding principle at Morgan Stanley Research is to enhance
海外研报
2024年10月23日
MS_Copper, China and Concentrates_20241021
China stimulus is positive for copper, all else equal. Falling property completions
海外研报
2024年10月23日
GS--Research Unplugged: The Draghi Plan & Europe’s Electrification
Following Draghi’s recent study on how to boost Europe’s competitiveness, which
海外研报
2024年10月23日
GS--First Take: In-line quarter with guidance reiterated; focus turns to broadband strategy
The bottom line: We expect a muted stock reaction following an in-line quarter, with
海外研报
2024年10月23日
GS--Falling tobacco sales and higher costs impact near term earnings, refining subsidy highlights
VEA reported a weaker than expected Q3 with Geelong gross refining margin of
海外研报
2024年10月23日
weekly-investment-commentary-en-us-20241021-us-earnings-strength-stands-out
We think U.S. corporate earnings strength will keep broadening beyond tech in
海外研报
2024年10月23日
GD--TAXES, TARIFFS, DEFICITS — WHERE IS THE PRESSURE POINT?
Harris or Trump, the deficit grows – but Trump uses tariffs to finance government.
海外研报
2024年10月24日
GS--Argentina: Real GDP Growth Was Again Better-Than-Expected in August (Armella)
Bottom Line: Real GDP, as measured by the EMAE monthly activity indicator,contracted
海外研报
2024年10月24日
GS--Asia-Pacific Portfolio Strategy: Asian equity market daily update002
The MXAPJ Index rose 0.3% today. Korea and China markets outperformed, while
海外研报
2024年10月24日
GS--AT&T Inc. (T): Solid quarter with better profitability should bolster
Key stock takeaways: We expect the stock to hold its gains following a solidquarter,
海外研报
2024年10月24日
