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 ...

美元下半年走势及对中国和全球的影响 20240605 美国经济增速仍高于潜在产出水平，导致通胀顽固，总需求强劲。企业利润仍然可观, l - - - - shuinu987 [据加V： 146 就业市场紧张,推动工资上涨,维持居民实际购买力。 美元指数走势受多种因素影响,包括其他主要货币的表现、国际贸易状况以及地缘政治 局势等。 美元走强可能导致资本从新兴市场流出,引发汇率波动,如剧金融市场的不稳定性。中 国可能面临人民币贬值压力,需要通过货币政策进行调控。 • 美元下半年的走势及其对中国和全球经济的影响有哪些? -调研究要和研报 美元作为全球最重要的储备货币和交易媒介,其走势对全球经济产生了重要影响。以下是对美 元下半年走势及其对中国和全球经济影响的详细分析: shuinu9870 **** 内部逻辑: 1. 通胀与 GDP:自 2021 年 2 月美国通胀率首次超过 28以来,名义 GDP 持续高企,而实际 • GDP 也保持在潜在产值水平之上。2024年~季度,美国 GDP 环比增长 0.1%,二季度预 计增长 2.7%。整体来看,美国经济增速仍高于潜在产出水平,这导致通胀顽固,总需 求强劲。 企业利润: ...

Key Takeaways Industry and Company Involved * **Industry**: AI and computing technology * **Company**: NVIDIA Core Views and Arguments * **NVIDIA's Leadership in AI and Computing**: NVIDIA showcased its latest products and developments in the fields of accelerated computing and generative AI at Computex 2024. This includes advancements in hardware, software, and ecosystem, as well as applications across various industries. * **Accelerated Computing and GPU**: NVIDIA's focus on accelerated computing and GPU technology addresses the growing demand for data processing and parallel computing. This includes solutions like cuDNN for deep learning, Aerial for 5G radio technology, and Coolitho for chip manufacturing. * **Software Ecosystem**: NVIDIA's software ecosystem, including libraries and tools, plays a crucial role in enabling the widespread adoption of accelerated computing. This includes libraries like cuDNN, Aerial, and Coolitho, which optimize performance and efficiency in specific domains. * **NVIDIA NIM**: NVIDIA NIM provides a simplified approach for traditional industries to deploy AI applications without extensive AI development expertise. It offers a direct pathway from application software to hardware programming, enabling full-stack optimization for AI applications. * **AI PC and AI Factory**: NVIDIA highlighted the importance of AI PC and AI factory solutions in driving the next industrial revolution. This includes the Blackwell series of chips and the development of AI factories for various applications. * **Blackwell Architecture**: The Blackwell architecture, with its MCM design and high transistor count, offers significant improvements in performance and efficiency compared to previous generations. It supports large-scale AI training and real-time LLM inference. * **NVLink and Spectrum-X**: NVIDIA's NVLink technology and Spectrum-X platform provide high-speed communication solutions for AI workloads, enabling efficient data exchange and processing. * **AI and Robotics**: NVIDIA is actively involved in the development of AI and robotics, providing platforms and solutions for various applications, including factory automation, warehouse management, and autonomous vehicles. Other Important Points * **NVIDIA's Contribution to AI Development**: NVIDIA has been a key player in the development of AI, collaborating with scientists and companies to advance the field. This includes the development of CUDA, the sale of DGX supercomputers, and the support for large-scale AI applications like ChatGPT. * **NVIDIA's Strategy**: NVIDIA's strategy focuses on continuous innovation, cost reduction, and expanding AI capabilities to make AI accessible to all companies. * **Investment Recommendations**: The report provides investment recommendations across various sectors, including AI, storage, AI+, and AI-related components and equipment.

好的大家可以留言如果对港股市场对或者A股市场大家如果有兴趣或者有些什么关心的问题也可以在下面留言我们看到了会给大家回复的是的那么在我们开播之前先给大家简单介绍一下我们近期有一个新发基金我们这个代码A类是021464以及C类是021465 它的简称是叫做海福通中正港股通科技ETF链接这是一个链接型的基金那它的还有一个相关的产品是叫做513860它是海福通中正港股通科技ETF那么这是一个厂内基金那我们新发的基金是一个厂外基金那么欢迎我们投资者可以去关注一下我们这个跟我们港股通科技指数相关的一个产品那么陈博我们现在回到我们的这个 回到我们的直播内容我们今天是讲全球视野下的中国市场那么其实我们近期大家关注的比较多的资本市场的一个现象就是从咱们四月份开始其实咱们这个市场整体是出现了一个比较可以说是个比较急剧的一个变化 其实我也感觉到咱们的讨论区或者说咱们的投资者一些留言或者对于咱们这个投资结果的一个关注度也都在提升中咱们这个气氛是在一个缓和的状态下其实市场上会有人说什么三更阳线改变信仰这种话 您觉得我个人觉得是也不至于改变信仰了但是有感觉是情绪面确实变化很多我就是在今年2月份在外面录影的时候就是很多我如果去联系一个客户 ...

FOCUS BARCLAYS FICC Research Global Macro 3 June 2024 Ajay Rajadhyaksha +1 212 412 7669 ajay.rajadhyaksha@barclays.com BCI, US Max Kitson +44 (0) 20 3555 2386 max.kitson@barclays.com Barclays, UK +852 2903 2651 kaanhari.singh@barclays.com Barclays Bank, Hong Kong shuinu9870 shuinu9870 Where noted in the source notes, the views expressed within this report are taken from previously published research. For further detail, including important disclosures and analyst certifications, please follow the links on e ...

见证科技发展，先进的可持续有效的产业发展 新加坡在全球AI上仅排在中美后面，位于全球第三名 预告中控工业自动化，工业AI上面的重大技术突破 中国流程工业 数字技术的蓬勃发展垫付传统方式 工业和人工智能结合促进工业人工智能的落地，为产业发展提供新的活力 拥抱人工智能，让行业更智能 工业AI，流程自动化 ...

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 宏图101：全球航空燃油需求已恢复⾄疫情前⽔ 平（2024/6/4） 1. 数据解读 针对美国5⽉ISM制造业PMI低于预期，市场有很多讨论，认为暗 ⽰经济正在放缓。⼗年期美债收益率因此下降了⼗个基点。下图 上半部分是ISM制造业PMI指数，下半部分是季度GDP增长率。 ⾃2022年10⽉以来，ISM制造业PMI⼀直在50以下（橙⾊），这表 明除了⼀个⽉（2024年3⽉）之外，每个⽉制造业都在收缩。⽽正 如下半部分图表所⽰，过去两年美国GDP⼀直保持在较⾼⽔平。 在过去⼏年中，ISM对于经济（季度GDP）的预测其实⼀直不是很 准确。 ...

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 3 June 2024 | 4:21AM EDT Global Technology: Semiconductors 3rd Annual Global Semiconductor Conference - Top 10 Takeaways Global SemiconductorConference May 31, 2023 | New York Explore > Toshiya Hari Goldman Sachs & Co. LLC Daiki Takayama +81 (3)4587-98701 Goldman Sachs Japan Co.,Ltd On May 29-30, we hosted our 3rd Annual Global Semiconductor Conference at our headquarters in New York and moderated fireside discussions and group investor meetings wit ...