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美银：the flow show-100% + 75% = peak 68%
shell LNG· 2024-07-24 14:56
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 The Flow Show 100% + 75% = peak 68% Scores on the Doors: crypto 36.2%, gold 17.6%, oil 14.6%, stocks 13.8%, commodities 7.4%, HY bonds 4.5%, cash 2.9%, US dollar 2.8%, IG bonds 1.3%, govt bonds -3.0% YTD. The Biggest Picture: investors bullishly assigning 100% probability of Fed rate cut Sept 18th, 75% probability of Trump winning US election Nov 5th, and 68% probability of "soft landing" (Chart 2)…4th largest weekly inflow to US stocks ever ($44.8bn); Sept 18th/Nov 5th "buy rum ...
美银：the flow owIt’s mg home, Jerome
shell LNG· 2024-07-14 13:13
夏多资料加入知识圣球:水木调研纪委 关注公众予:水木纪委 BofA SECURITIES The Flow Show lt's coming home, Jerome Scores on the Doors: Crypto 23.4%, gold 16.5%, oil 15.6%, stocks 14.8%, commodities 8.9%, HY bonds 4.0%, US dollar 3.1%, cash 2.8%, IG bonds 1.0%, govt bonds -3.5% YTD. Zeitgeist: "Until investors need to buy bonds, they ain't selling tech." Tale of the Tape : Over the past 3 months, 10-year UST has rallied from 4¾% to below 4%%; bonds "big, fat & trendy"…break below 4% (100-week ma) on 10-year Treasury ( and narrative shift ...
The gton Post .7.11
shell LNG· 2024-07-11 14:58
Prices may vary in areas outside metABCD ropolitan Washington. Ere V1 V2 V3 V4 | --- | --- | --- | --- | --- | --- ...
财联社早知道 DRAM芯片将迎供需失衡“超级周期”明年供应缺口高达23%，这家公司在1 6层超薄芯片堆叠领域是国内唯一具有从集成电路高端DRAM a晶圆封装测试到模组成品生产完整产业链的企业
shell LNG· 2024-06-13 00:51
以上个增加水重发激，其出,期三的芯、半为主为与化念分别有 历史新高个股 关联个股 中办科技 2.6% 兆味制 -1.1% 6月13日公司要闻精选 ...
Bank_of_America_Apple_c__will_drive_the_ift_from_smartphones
shell LNG· 2024-06-01 16:02
Ac更ces多sib资le v料ers加ion入 知识星球：水木调研纪要 关注公众号：水木纪要 Apple Inc. AI will drive the shift from smartphones to “IntelliPhones”; Reiterate top pick. M aintain Rating: BUY | PO: 230.00 USD | Price: 189.99 USD “IntelliPhones” the AI enabled upgrade is coming 2 9 May 2024 We view the upcoming AI enabled phones (IntelliPhones) to drive a multi-year upgrade Equity cycle similar to the step function improvement driven by the introduction of smartphones. We expect the adoption curve of AI phones to be faster than the adopt ...
Barclays_European_vereign_Supply_nthly_June__flows_cod
shell LNG· 2024-06-01 16:02
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 FICC Research Interest Rates 30 May 2024 European Sovereign Supply Monthly June cash flows decoded CORE We project gross EGB supply totalling c.€105bn in June, with net issuance rising significantly m/m to just over €70bn in a context of notably light redemptions. In Gilts, gross supply should total Max Kitson +44 (0) 20 3134 1456 c.£26bn across six auctions and a single syndication, with the max.kitson@barclays.com net cash call on the market at c.£18.5bn given £7.5bn of Barcla ...
Meta、ogle、Amazon、Doorda 1Q24业绩及展望交流会
shell LNG· 2024-05-11 11:45
本次会议为中国国际金融股份有限公司中金公司闭门会议仅限受邀嘉宾参会未经中金公司和演讲嘉宾书面许可任何机构和个人不得以任何形式将会议内容和相关信息独爱公布转发转载传播复制编辑修改等如有上述违法行为中金公司保留追究相关方法律责任的权利 这次会议是中国国际资产合作组织CICC的闭门会议,只有邀请客人可以参加。没有CICC和评论员的签名允许,任何组织或人员不得删除、翻载、删除、複製、複製、编辑或更改会议内容和相关资讯。 好的 谢谢各位线上的投资人 大家下午好欢迎参加我们今天由中兴研究部互联网组和软件组共同举办的海外互联网龙头2024年一季度业绩更新的电话会议 我是来自中京互联网组的分析师肖延延。今天我们将基于一个小时的电话会议总结一下近两周外发一级报业绩的互联网龙头,包括像Alphabet,也就是Google,Meta。 亚马逊和多dash的这个核心的业绩以及说我们的观点然后在第二部分呢呃如果说有剩余的时间我们可以接这个投资者的这个提问好的接下来我来由我来这个 给大家分享一下这个近期这个Alphabet和Meta的这个一季度的业绩那首先来看一下Google的公司Alphabet一季度的这个业绩整体来看这个Alphab ...
JPrganEconFI-ChaHomepricerecordedarpestfallcurrentcycleVa...-
shell LNG· 2024-05-01 13:18
J P M O R G A N Asia Pacific Economic Research 16 April 2024 China: Home price recorded sharpest fall in current cycle Vanke in focus, testing (quasi-) SOEs resiliency The year-on-year fall in NBS 70-city home prices widened to the sharpest Emerging Markets Asia, Economic magnitude in the current housing cycle, despite the marginally narrower and Policy Research sequential decline in March. New home price declined 2.7%oya (vs -1.9% in Tingting Ge February), along with a 5.9% drop for secondary home price (v ...
JPrgan-Global Developed Markets tegy Daboard-
shell LNG· 2024-05-01 13:17
J.P. Morgan Equity Strategy MislavMatejka(44-20) 7134-9741, mislav.matejka@jpmorgan.com Global Equity Research Pedro Martins Junior (55-11) 4950-4121, pedro.x.martins@jpmorgan.com Global Equity Research 15 April 2024 DubravkoLakos-Bujas(1-212) 622-3601, dubravko.lakos-bujas@jpmorgan.com 15 April 2024 Global Developed Markets Strategy Dashboard Global Equity Strategy Mislav Matejka, CFAAC Prabhav Bhadani, CFA Table of Contents Page # (44-20) 7134-9741 (44-20) 7742-4404 Markets and Global Sectors Performance ...