海外研报
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F2Q Review: Modernization of Data Center Compute Stack Continues
NVDA F2Q results and F3Q guidance beat expectations, driven by continued strength in datacenter compute platforms and networking for accelerated compute and AI clusters. Management
海外研报
2024年08月30日
GS-- Communacopia + Technology Conference 2024 — Key Takeaways01
Bottom line: We have three key takeaways: (1) IBM sees solid underlying demandin infrastructure Software despite weaker discretionary spending (which is a
海外研报
2024年09月16日
GS--Aerospace in Pictures: September 2024
Aerospace in Pictures aims to provide the Aerospace
海外研报
2024年09月29日
GS--India: RBI policy review: RBI changes policy stance to “neutral”
The RBI MPC voted 5:1 to keep the policy repo rate unchanged at 6.50% at the nOctober meeting in-line with expectations, but changed the policy stance from
海外研报
2024年10月11日
Hotter-than-expected September CPI adds to case
The September CPI report surprised to the upside across the board, with
海外研报
2024年10月12日
