海外研报
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UBS_Microsoft Corp. The Microsoft-OpenAI Relationship_20241020
SummaryOver the last several weeks, concurrent with OpenAI’s latest funding round, a number of
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
US_Presidential_Election_policies_polls_and_insights_III
Most Americans believe immigration is a top policy issue,
海外研报
2024年10月24日
GD--CHINA SENTIMENT BOOSTS EM EX-CHINA20
China and US set to drive revival in global demand. The combined impact of China’s new
海外研报
2024年10月24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
