海外研报
筛选
NVDA Thermal Issues?
I got a lot of incoming questions yesterday on a sell-side competitor’s reports of thermal issues impacting NVDA GB200 Bianca board (1 CPU + 2 GPU) mass production. Albert Hung sees no impact so far in the Asia foodchain
海外研报
2024年07月17日
UK: June Inflation—One Tenth Upside Surprise on Headline, Core, and Services
BOTTOM LINE: The June inflation numbers saw a one tenth upside surprise onheadline, core, and services inflation. Within services, the upside surprise relative to
海外研报
2024年07月18日
Mid-July JD Power US pricing data indicates industry ATPs at $43.9k, -2.0% m/m and -3.3% y/y
Analyst(s) Certification(s):I, Dan Levy, hereby certify (1) that the views expressed in this research report accurately reflect my personal views about any or all of the subject
海外研报
2024年07月22日
Into the Second Round
With the second-round French election on 7 July, we discuss key election-related developments in the days following first-round
海外研报
2024年07月08日
The return of the rest?
In Friday’s CoTD (link here) we showed that before the 2000 bubble burst, the three “dullest” S&P 500 sectors (Consumer Staples, Healthcare and Utilities) had
海外研报
2024年07月17日
Weekend Cross-Asset Dislocations (20-Jul-2024)
remains lower than we would expect in the context of the economic environmentand options prices show that investors are not overly concerned about a
海外研报
2024年07月22日
