海外研报
筛选
Google Ad Tech Vs. DoJ (Round Two)
The Key Take-Away: Google’s second monopoly trial starts next week in a VA district court. Incontrast to the Search trial and decision, we don’t think investors should worry too much about
海外研报
2024年09月06日
GS--Airbnb Inc. (ABNB): Communacopia + Technology Conference 2024 — Key Takeaways
Presenters: We hosted CFO Ellie Mertz at the Communacopia + TechnologyConference.
海外研报
2024年09月14日
GD--FED DID THE RIGHT THING, AND NOW THE FUN BEGINS
By finally easing and revealing its plan for a faster pace of cuts, the FOMC finally set loose a new set of marketdynamics to impact the economy – unless the path to recession is already fated. I do not believe recession is fated
海外研报
2024年09月20日
GD--FED HELPS BUT EM EQUITY RISKS REMAIN
The Fed opens the door for reluctant EM amid disinflation and faltering growth◼ China and the dollar are now more serious risks to EM than a US recession
海外研报
2024年09月24日
