海外研报

GS--Microsoft Corp. (MSFT): Communacopia + Technology Conference 2024 — Key Takeaways

Presenter(s): We hosted Microsoft’s CTO Kevin Scott as part of our Communacopia+ Technology conference.

Barclays - Tesla - Robotaxi Day Preview – furthering the AV narrative,

Key takes: 1. Event critical in outlining plan for next phase of

GS--Downgrading to Sell; muted growth should continue for the next few quarters

We downgrade AZO to Sell from Buy as we reposition our stock

Barclays - Hermes - Setting the Agenda_20241017

We expect limited surprise from Hermes Q3 sales (Barc at +11% organic growth): Hermes

BofA_High Frequency Monitor Persistently positive_20241021

Global equities rally on US strengthLast week, the MSCI AC World Index (0.5%) rallied for the eighth week in ten as the US

GS--The China Growth Trade—What’s Priced and What’s Ahead (Chang)

Markets have priced a significant upgrade to China growth in recent weeks after n