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Merrill-cio-weekly-letter

海外研报

Jefferies-China_AI_Monthly：_US_vs_China_Valuation

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GS China_ Q4 GDP in line with expectations amid mixed December activity data – First Take

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MUFG FX Daily Snapshot USD suffers mild sell off as JGBs tank

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GS Equity Radar_ AI and datacentres in Europe, China competition and key research from the week

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GS Lam Research Corp solid quarter and strong guidance reflects robus wfe expectiations through 2027

海外研报

GS Microsoft Corp. (MSFT)_ Trading off short-term Azure growth ultimately drives more strategic AI positioning long term

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GS Exxon Mobil Corp. (XOM)_ First Take_ EPS In-Line vs. Street

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B OF A --全球宏观观察

海外研报

Positioning Intel; ON, FFIV & ST Previews; ANET; CDW; CHTR; CRWD; GLW

My colleague Jack Atherton, who covers Comm, Internet, Media and Sofware, is on New Parent Leave untilLabor Dax, I’l! be backing him up - ineluding sending this combined TMT morning daily, and providing hisearnings first-takes in the weeks to
海外研报