海外研报
筛选
On Crude's Tug-Of-War
Bottom Line: A continued softening of oil demand will eventually intensifybearish pressures and pull the floor from beneath oil prices. But we probably arenot there yet..
海外研报
2024年08月20日
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
