FOCUS FICC Research Global Macro Ajay Rajadhyaksha +1 212 412 7669 ajay.rajadhyaksha@barclays.com BCI, US Max Kitson Global Macro Thoughts +44 (0) 20 3555 2386 max.kitson@barclays.com Barclays, UK Going nowhere fast Kaanhari Singh +852 2903 2651 kaanhari.singh@barclays.com Barclays Bank, Hong Kong 3 June 2024 ...

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 Goldman Equity Sachs Research 11 June 2024 / 9:03PM BST Novo Nordisk (NOVOb.CO): 45th Annual Global Healthcare Conference - Key Takeaways shuinu987 Global Healthcare Conference June 10-13, 2024 | Miami Explore > James Quigle +44(20)7051-3800 Tjames.quigley@gs.com Goldman Sachs Intemational +44(20)7051-7995 ajan.sharma@gs.cor Goldman Sachs Intemational Presenters: Ulrich Christian Otte (Senior Vice President, North America Finance and Operations) presented at the 45th Annual Glob ...

高盛：市场日报_法国大选——OAT部分不受政策影响，但暴露于政治 ...

周研纪要关注公众号：水木纪要 BC Research I Global Investment Strategy May 24, 2024 Strategy Report The Narrow Path To A Soft Landing Listen to a short summary of this report In this Issue Everything Which is Not Forbidden is Allowed 03 1. Soft Landing for the US Labor Market 06 2. Soft Landing for Cyclically- SensitiveT Spending 报数据加 3.Soft Landing for the Financial System 15 4.Soft Landing for Inflation 16 5.Soft Landing for the Rest of the World 20 Investment Conclusions Executive Summary . There is a path to a soft la ...

本次会议为中信证券白名单会议仅限受邀客户参会未经中信证券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对外公布、转发、转载、传播、复制、编辑、修改等如有上述违法行为中信证券保留追究相关方法律责任的权利 感谢各位投资人在今天下午的时间参加中信证券和中信洋证券联合的电话会我是中信证券的首席科技产业分析师许英博今天在线的还有我的同事通信产业分析师首席分析师黄亚元云基础设施首席分析师丁奇 前瞻分析师高飞翔通信行业分析师李尧通信行业分析师魏鹏程云音用行业分析师孙敬耀以及电子行业分析师雷俊成此外呢我们还这个很很开心的邀请到了中信杨振券的就是Analyst Head of China Technology Research Tony我们一起来跟大家沟通一下今天早上我们外发的这篇报告全球视角下的AI色历投资机遇与展望 那这个报告呢其实它的背景是这样的就是第一个呢就是AI从这个ChartGPT到现在2022年底到现在引发了全球的关注那么英伟达的业绩从去年的Q1开始5月份之后给了一个非常强劲的Q2的指引连续几个季度的超预期到目前为止英伟达的市值超过了3万亿美元成为了全球第二大市值的公司 那也有人在问说会不会走 ...

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 7 June 2024 | 10:08PM BST Global Rates Trader Cuts and data diverge A strong jobs report challenged the emerging narrative of a weakening US economy, George Cole +44(20)7552-1214 | and unwound most of the week’s rally that started with the ISM miss on Monday. george.cole@gs.com Goldman Sachs International We think the risk is skewed towards higher yields next week, given the uncertainties Bill Zu around CPI and the hawkish risk of a one-cut baseline in the June Fed’s dot plot. T ...

三、凭信成本优势带： 节来较高盈利达 ...

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 Viewpoint | 06 Jun 2024 05:12:34 ET │ 14 pages Global Macro Strategy Portfolio Latest Marked to Market CITI'S TAKE  Adam Pickett AC Suggested positions for macro portfolio managers. +44-20-7500-5777 adam.pickett@citi.com Please note that this publication is not distributed via email. Please check Yasmin Younes AC citivelocity.com. +44-20-3569-5714 yasmin.younes@citi.com Giammarco Miani AC +44-20-7986-6316 giammarco.miani@citi.com Charlie Massy-Collier AC +44-20-7986-2692 charli ...

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 Equity Research 5 June 2024 Global Semiconductors & Semi Cap Equipment 2nm – A very big node indeed FOCUS #Transatlantic TSMC expects 2nm to be a 'very, very big' node. Our analysis shows that this could well be true for the entire industry and that the ramp of 2nm could be significantly faster than for 3nm European Technology Hardware NEUTRAL as datacentre is becoming the driver of leading-edge logic Unchanged demand overtaking smartphones. This is positive for semicap European ...

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 Goldman Economics Sachs Research 5 June 2024 I 6:06PM IST Global Rates Notes: Revisiting Real Money Positioning via the Fund Positioning Indicator positioning in duration and yield curve exposures. We update the criteria for fund screening and make several changes to the index methodology to improve the performance of buy/sell signals. Ravi Raj Goldman Sachs India SPL) Bill Zu 1(212)357-8230 | bill.zu@gs.com VGoldman Sachs & Co. LLC shuinu9 We improve upon our previous indicator ...