shuinu9870 shuinu9870 shuinu9870 更多一手调研纪要和研报数据加V： 更多一手调研纪要和研报数据加V： 更多一手调研纪要和研报数据加V： ab 12 December 2024 Global Research Greater China Banks Daily Marketing feedback; PBOC reiterate a basically stable yuan, after Reuters report that China is considering softer currency shuinu9870 shuinu9870 May Yan Analyst may.yan@ubs.com +852-2971 7157 Alex Ye Analyst S1460522090005 alex.ye@ubs.com +86-21-3866 8463 Frank Zheng, CFA Analyst S1460524050001 frank.zheng@ubs.com +86-21-3866 8873 Catherine Yang, CFA Analyst cathe ...

Welcome to Booking Holdings third quarter 2024 conference call. Booking Holdings would like to remind everyone that this call may contain forward-looking statements which are made pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. These forward-looking statements are not guaranteed of future performance and are subject to certain risks, uncertainties, and assumptions that are difficult to predict. Therefore, actual results may differ materially from these express ...

Ladies and gentlemen, good afternoon and thank you for standing by. My name is Abby and I will be your conference operator today. At this time, I would like to welcome everyone to the Box Third Quarter Fiscal 2025 Earnings Conference Call. All lines have been placed on mute to prevent any background noise. After the speaker's remarks, there will be a question and answer session. If you would like to ask a question during that time, simply press the star key followed by the number one on your telephone keypa ...

Rating Change 12 August 2024 BUY Prior rating: HOLD 41% side Target price: HK$5.70 Prior TP: HK$3.60 1478 HK Price: HK$4.05 TP basis: PE Sector rating: NEUTRAL Forecast Revisions (%) Year ended 31 Dec 24E 25E 26E Revenue 8.5 4.7 5.6 Core EPS 17.0 5.6 3.4 Source: BOCI Research estimates Trading Summary HK$ Turnover (HK$ m) 14/08/23 14/09/23 14/10/23 14/11/23 14/12/23 14/01/2414/02/2414/03/2414/04/2414/05/2414/06/2414/07/24 2.0 2.5 3.0 3.5 4.0 4.5 5.0 5.5 0 40 80 120 160 200 240 280 Turnover Q Technology HSI ...

Target Price Change 12 August 2024 BUY 125% side Target price: HK$29.00 Prior TP: HK$33.00 1548 HK Price: HK$12.90 TP basis: SOTP Sector rating: OVERWEIGHT Forecast Revisions (%) Year ended 31 Dec 24E 25E 26E Revenue (8.1) (19.5) 0 Core EPS NM NM 0 Source: BOCI Research estimates Trading Summary HK$ Turnover (HK$ m) 14/08/23 14/09/23 14/10/23 14/11/23 14/12/23 14/01/2414/02/2414/03/2414/04/2414/05/2414/06/2414/07/24 8.0 10.0 12.0 14.0 16.0 18.0 20.0 22.0 24.0 26.0 Turnover Genscript Biotech HSI | --- | --- ...

Target Price Change 13 August 2024 BUY 75% side Target price: US$24.62 Prior TP: US$22.03 BEKE US Price: US$14.03 TP basis: EV/EBITDA Sector rating: - Forecast Revisions (%) Year ended 31 Dec 24E 25E 26E Revenue 6.8 8.5 9.4 Adjusted EPS 10.7 11.5 12.1 Source: BOCI Research estimates Trading Summary US$ Turnover (US$ m) 14/08/23 14/09/23 14/10/23 14/11/23 14/12/2314/01/2414/02/2414/03/2414/04/2414/05/2414/06/2414/07/24 12.0 13.0 14.0 15.0 16.0 17.0 18.0 19.0 20.0 21.0 0 100 200 300 400 500 600 700 800 900 Tu ...

Target Price Change 12 August 2024 BUY 39% side Target price: HK$23.00 Prior TP: HK$22.00 981 HK Price: HK$16.58 TP basis: PB Sector rating: NEUTRAL Trading Summary Forecast Revisions (%) | --- | --- | --- | --- | |-------------------|-------|-------|-------| | Year ended 31 Dec | 24E | 25E | 26E | | Revenue | 15.6 | 30.2 | 27.6 | | Core EPS | 106.2 | 40.2 | 35.1 | Source: BOCI Research estimates HK$ Turnover (HK$ m) 09/08/23 09/09/23 09/10/23 09/11/23 09/12/23 09/01/2409/02/2409/03/2409/04/2409/05/2409/06/ ...

Macro & Strategy | China Economy 12 August 2024 CPI picks up in July due to the rises of food and service price Consumer price index (CPI) picked up the growth from 0.2% in June to 0.5% in July (all on a YoY basis unless otherwise specified), beating market expectation. However, the growth of core CPI edged down from 0.6% in May and June to 0.4% in July. In the first seven months of 2024 (7M24), the CPI index edged up 0.2% and the core CPI picked up 0.6%. The bouncing CPI growth was partially bolstered by t ...

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 17：37 (2) GB200硬件体系结构——组件供应链和BOM , , , GB200硬件架构 组件供应链和物料OM 超尺度定制，NVLink背板，NVL36，NVL72，NVL576，PCIe重定时器，开关， 光学，DSP，PCB，无限波段/以太网，基板，CCL，CDU，侧面，PDU，VRM，母 线，Railkit，BMC 曾志伟和其他三人 2024年7月17日，∙支付 3 2 股份 44 英伟达的GB200通过优越的硬件架构在性能上带来了显著的进步，但部署的复杂性急剧 上升。从表面上看，英伟达发布了一个标准机架，人们可以在他们的数据中心轻松安装 ，即插即用的风格，现实是有几十个di任erent部署版本与tradeo任s，并显著增加了一 代的复杂性。供应链对终端数据中心部署人员、云计算、服务器oem/odm和下游组件供 应链进行了重新设计。 今天，我们将从A转到Z，讨论GB200的di任erent形式因子，以及它们与之前的8台GPU HGX基板服务器相比的变化。 此外，我们将深入研究将严重改变子组件供应链 的超规模定制。最后，我们还将深入研究各种类 ...

Hello. Thank you for standing by and welcome to the Box, Inc. First Quarter Fiscal 2025 Earnings Conference Call. All lines have been placed on mute to prevent any background noise. After the speaker's remarks, there will be a question and answer session. If you would like to ask a question during this time, please press star 1 on your telephone keypad. I would now like to turn the conference over to Cynthia Hipponia, Vice President, Investor Relations. You may begin. Good afternoon and welcome to Box's fir ...