海外研报
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Global Tech: Re-calibrating AI server timeframe; updating Global server model and
We recalibrate our AI servers timeframe estimates, moving 2024E shipment to2025E, reflecting the uncertainties in Nvidia’s next-generation products (report link),
海外研报
2024年08月08日
DM Sovereign Supply Outlook
This week, the US Treasury will auction a new 3Y T.Note.10Y T.Note and 30Y T.Bond
海外研报
2024年08月12日
Argentina Equity Strategy
Almost a year ago, we published the note Back to the Future? Similarities and Differences vs. 2015 Election, analyzing how Argentine equities behaved ahead of
海外研报
2024年08月15日
TECHNICAL ANALYSIS
2y UST down move stalled after defending the May 2023 trough near 3.65% but signals of significant upside are not yet visible. 2y
海外研报
2024年08月27日
GS UK Today: Powering Up Europe
Powering Up Europe – inflecting demand – Earlier this year, we noted Europe couldsoon experience an inflection in power demand. We now point out something the
海外研报
2024年08月30日
