海外研报
筛选
BofA--Global FX Weekly Powell s victory lap- Draghi s frustration_20240913
G10. US soft landing and Fed still main market drivers. Draghi shows the way in Europe. EM. More conservative Fed pricing to weight on EM FX.
海外研报
2024年09月15日
BofA--Stock Flash Bullish AVGO, LOW, PLTR and ROST. Bearish FERG and SCHW_20240912
Broadcom (AVGO): Bullish triangle breakout watchAVGO is a semiconductor devices stock that is on bullish triangle breakout watch. A
海外研报
2024年09月15日
GS--Foreign selling led by Korea and Taiwan; India domestic funds saw strong
Foreign (FII) flows / positioningn EM Asian ex-China region saw selling (-US$1.9bn) this
海外研报
2024年09月15日
GS--European Conviction List - Directors’ Cut September 13, 2024 Update
We remove DSV from the Conviction List. DSV was on the list for 195 days,delivering a total return of 25.0% and a relative return to the SXXP of +19.3% (as of
海外研报
2024年09月15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--Communacopia + Technology Conference 2024 — Key Takeaways02
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--Keysight Technologies Inc. (KEYS)
Presenters: We hosted Keysight’s Satish Dhanasekaran, President and CEO, andNeil Dougherty, Executive Vice President and CFO at our conference.
海外研报
2024年09月16日
GS--Communacopia + Technology Conference 2024 — Key Takeaways03
Bottom line: We have three key takeaways: (1) Lumen expects to see ongoingbenefits from its AI datacenter interconnect agreements with Microsoft and others
海外研报
2024年09月16日
GS--New Zealand: Business Activity: Nominal sales edge up +0.1%qoq in 2Q2024
Bottom line: Nominal business sales in New Zealand edged up +0.1%qoq in2Q2024. The details of the data were soft, with outright declines in sales across the
海外研报
2024年09月16日
GS--Communacopia + Technology Conference — Key Takeaways01
Presenters: Dushyant Sharma, Founder & CEO and Sanjay Kalra, SVP & CFOModerated by: Will Nance, Payments and Financial Technology, Goldman Sachs
海外研报
2024年09月16日
