06 Dec 2024 16:00:00 ET │ 24 pages US Equity Strategy 2025 Outlook: Expect a Volatile Bull CITI'S TAKE We maintain a positive view on US equities headed into 2025. A base case 6500 S&P 500 target allows for mid-single digit gains on the heels of backto-back 20%+ years. Ongoing soft landing and Artificial Intelligence tailwinds now interact with Trump policy promises, and risks. Continued broadening beyond Mega Cap Growth impacts is critical but an extended valuation starting point will be an ongoing hurdle. ...

今天我们有幸请到专家为我们分享一下Starlink为什么我们这个阶段特别重视这个星链Starlink因为目前来看马斯克的业务理念跟政府相对合作比较多的主要就是SpaceX和星链那么目前来看其实星链的价值是被低估的为什么这么说呢从目前的分析来看我们其实看到像美国的AI应用公司Scientia它可以拿到更多的一些美国这些数据以及可以进行大量的一些分析那大家可以想象一下如果说全球很多的国家都使用星链 进行互联网的话那么会产生大量的数据这些数据的分析价值其实非常高同时的话我们也可以看到说未来如果说算力能够像美国有一些参业公司太空部署算力这样的话能够用太阳能而且后续也能够有更好的一个冷却环境在这个背景下其实对未经互联网的要求是非常高的所以我们会觉得说未来其实Starlink能够带来的价值其实是非常高的尤其是使用的人群更多了那么它能够承载的数据量其实是非常高的 那么今天我们有幸请到海外的专家为我们分享一下这个产品在海外目前的使用状况以及说它的效果因为这个效果直接关系到未来5月以后这个产品能否在海外强占更多的市场以及说给美国政府带来的更多的一些数据那么首先有请专家为我们展示一下这个产品大概的样子 嗯好的好的各位领导我今天就 ...

18 November 2024 | 9:01PM GMT EM Equity Strategy 2025 EM Equity Outlook: Domestic reliance amid external risks n Leaning on policy offsets and micro fundamentals amid tough macro. A stronger dollar, higher China and auto tariffs in our baseline forecasts post US elections, and shallower easing cycles in EM, provide a more challenging backdrop for EM equities in 2025. We think EM markets with strong domestic micro fundamentals, that are relatively insulated from external risks and have supportive local polic ...

06 Nov 2024 12:25:45 ET │ 11 pages Global FX Strategy Trump wins…what next for the USD? CITI'S TAKE President Trump's re-election is USD positive – but after a sharp move overnight and with positioning still long, we prefer to buy dips than chase here. The Fed is unlikely to respond to potential future policy, and we expect Powell can once again out-dove markets tomorrow; we like buying a USD dip should the Fed provide better levels. We reiterate our view from before the election that EUR and Scandies would ...

27 Oct 2024 21:25:43 ET │ 9 pages Japan Rates Steeper with the election results CITI'S TAKE Political instability may result in larger greater expenditure, and the JGB curve steepened at the start of the week. The USDJPY level is likely to be key for the BoJ to determine when to hike. The ruling LDP-Komeito coalition clearly fell short of securing a majority in the Lower House election held on October 27. As additional 18 seats is needed to achieve a majority, so the LDP-Komeito may need to add another part ...

更多资料加入知识星球：水木调研纪要 关注公众号：水木纪要 M Update May 29, 2024 12:16 PM GMT Biopharma | North America Morgan Stanley & Co. LLC Terence C Flynn, Ph.D. Equity Analyst April oncology sales Terence.Flynn@morganstanley.com + 1 212 761-2230 Morgan Stanley & Co. International plc+ performance Mark D Purcell Equity Analyst Mark.Purcell@morganstanley.com +44 20 7677-8557 We provide comprehensive IQVIA US oncology figures & charts. Major Pharmaceuticals North America April data were released on May 29. Drugs are organized by Ind ...

- 0.2 0.4 0.6 0.8 1.0 1.2 1.4 1.6 1.8 2.0 Jan-21Mar-21May-21Jul-21Sep-21Nov-21Jan-22Mar-22May-22Jul-22Sep-22Nov-22Jan-23Mar-23May-23Jul-23Sep-23Nov-23Jan-24Mar-24May-24 (RMB) Pop Mart Consensus EPS Revisions (Year-end Dec) F2020E F2021E F2022E F2023E F2024E F2025E F2026E F23E F24E F20E F21E F25E F22E F26E Source: Refinitiv Eikon, Morgan Stanley Research Exhibit 14: Pop Mart: EPS Revision M Idea May 29, 2024 08:00 AM GMT Pop Mart | Asia Pacific IP – Power of Large Archive Every bit of creativity counts: We e ...

更多资料加入知识星球：水木调研纪要 关注公众号：水木纪要 29 May 2024 | 8:15PM BST European Daily: UK—Fiscal Policy Pledges Stocktake (Moberly) n As the UK heads towards a general election, we take stock of the latest Sven Jari Stehn +44(20)7774-8061 | jari.stehn@gs.com economic policy commitments from the two major parties, Labour and the Goldman Sachs International Conservatives. Filippo Taddei +44(20)7774-5458 | filippo.taddei@gs.com n In terms of fiscal rules, Labour have indicated that they would be similar to the Goldman Sachs In ...

M Asia Pacific Insight April 22, 2024 12:55 AM GMT China's 3D Journey 中国"3D"系列 Morgan Stanley Asia Limited+ 王滢 股票策略师 全球化战略： 股榜单及行业 20 L aura.Wang@morganstanley.com +852 2848-6853 陈欣阳 展望 股票策略师 C atherine.Chen@morganstanley.com +852 3963-4186 刘星辰 股票策略师 R aymond.K.Liu@morganstanley.com +852 2848-7293 我们发布了摩根士丹利中国全球化战略选股榜单，通过自上 王宇和 而下题材筛选与自下而上的分析相结合，辅以宏观/量化因子 量化研究股票策略师 G ilbert.Wong@morganstanley.com +852 2848-7102 选股，选出了我们最看好的20只股票，并探讨了行业前景和 吴典霖 个股投资依据(cid:1398) 量化研究股票策略师 J ason.Dl.Ng@morganstanley.com +852 28 ...

Good morning, everyone. Thank you for taking time to attend our online training. My name is Wenqi. I'm a trainer from Wink. Today, I'm so glad to be here and to have a chance to share the Wink Financial Terminal with you. Today, our topic is capturing stock market trends with Wink. And I hope by the end of today's session, you will gain a better understanding of how to monitor the trends in the stock market by Wink Financial Terminal. Okay, before we start today's session, I would like to introduce our comp ...