海外研报

GS--2024 Communacopia and Technology Conference - Day 2 Key Takeaways

Companies from the US Telecom and IT Services sectors presented during Day 2 ofthe GS Communacopia +Technology Conference. We highlight key takeaways on

GS--China A-shares_ 3 thematic trends_ SPE in Semis

We are positive on China A-shares under coverage, and identify three thematictrends:

BofA_High Frequency Monitor Two-year rally_20241014

Global equity market rally celebrates a second birthday

BofA_Microsoft Corporation_20241017

Tone from the channel is inline or better