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德意志银行通货膨胀感—通货膨胀监测
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 Deutsche Bank Research G lobal I nflation and inflation derivatives D ate 2 3 May 2024 Inflation Sensation : s h u i n u 9 8 7 0 加 V 据 数 报 研 和 要 Inflation Sensation - a global inflation 研 纪 调 手 一 monitor 更 多 iT nh fe la t“ ioIn nf la tt imion e S se en ris ea st io an c” ro i ss s ou thr e g l Gob 1a 0l . in Infl a tt hio isn em do itn io ...
牛播坤:寻求产业链重组中的稳定锚
: s h u i n u 9 8 7 0 加 V 据 数 报 研 和 要 纪 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 调 研 手 一 多 更 : s h u i n u 9 8 7 0 加 V 据 数 报 研 和 要 纪 ...
高盛:石油需求峰值在10年内到来,此后将持平
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 27 May 2024 I 1:36AM SGT Global: Oil Peak demand a decade away and a plateau after that While the impact of EVs on gasoline demand has received much attention, less focus has been given to the development that world average GDP per capita is approaching a sweet spot in the coming years, where every dollar increase in income likely drives an increasing amount of gasoline demand potential than before. When viewed from a long-term perspective, oil dema ...
2024年电动汽车行业展望(中文版)
Iea ST N I T I A T I V E EAN ENERGY INISTERIAL 2024 年全球电动汽 车展望 迈向更高的负担能力 nternational nergy Agenc وو 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 国际能源机构 IEA 检查全光谱 能源问题 , 包括石油 , 天然 气和煤炭的供需 , 可再生能源 技术 , 电力市场 , 能源效率 , 能源获取 , 需求方管理等 等。通过其工作 , IEA 倡导 将提高能源可靠性 , 可负担性 和可持续性的政策 31成员国, 13 协会国家和超越。 IEA 成员国 : IEA 协会国家 : 更多一手调研纪要和研报数据加V:shuinu9870 度印度尼西 亚肯尼亚摩 洛哥塞内加 尔新加坡 南非泰国乌克兰 阿根廷巴西 中国埃及印 澳大利亚 奥地利比 利时加拿 大 捷克共和国丹麦爱 沙尼亚 芬兰法国德 国希腊匈牙 利爱尔兰意 大利日本韩 国立陶宛 卢森堡墨西哥荷 兰新西兰挪威波 兰葡萄牙 斯洛伐克共和国西 班牙 瑞典瑞士蒂尔基耶共 和国英国美国 更多一手调研纪要和研报数据加V:shuinu9870 更多一手调研纪要和研报 ...
在化新环境下加大力度吸引外资
you you Bye! sound test, 123, 123 you Sound test. you you Bye! you Bye! Bye! you Bye! you you Bye. you you you you you. Bye! you you Bye! you Bye! you you Bye! you Bye! you Bye! you Bye! you you Bye! you you Yeah. you you Yeah. you you Bye! you Yeah. you Yeah. you you you you Is it time for the first session of our guests to turn on their cameras and say hello to the online audience? Hello, everyone. It's 9 o'clock. Let's get started. Ms. Du, can we start now? Yes, you can start. Good morning, everyone. Wel ...
在化新环境下加大力度吸引外资525
you you you sound check, 123, 123 you Sound Test you you you you you Yeah. you you you you you Bye! you you you you you Bye! you you you Bye! you you you you you you you you you you you you you you you you you you you Yeah. you you you you Is it time for the first session of our guests to turn on their cameras and say hello to the online audience? Hello, everyone. It's 9 o'clock. Let's get started. Can we start now? Yes, you can start. Good morning, everyone. Welcome to the hot topic discussion of China's m ...
局势再现波澜,黄金还能上车吗?
那我们现在开始哈喽哈喽大家好欢迎来到我们华音ETF会客室那么我们发现近期大家对于黄金的关注度逐渐提升本轮的金价行情也是启动于3月初在3月中旬暂停上行之后4月初再有一次大幅的上涨直到了4月中旬走势才缓和并且发生一定的回落在5月9号左右的时候再次迎来了上涨的行情 但是在本周二的时候呢也是出现了一个比较大幅的回调那究竟如何看待本次黄金的回调后期黄金是否还具有一个向上的动能我们本期会测时邀请到了大家老朋友黄金大咖周鸿浩周老师那周老师先跟大家打个招呼吧哈喽各位投资者大家好我是华人基金研究员周鸿浩今天呢跟大家分析一下近期黄金回调的原因以及我们对于后期黄金的看法谢谢好的欢迎周老师 那首先呢我们还是先回顾一下近期市场的一个相关情况那过去一周呢市场是呈现一个下跌的态势那其中上阵宗指呢下跌幅度是达到了2.07%那户人300指数呢下跌了2.08%深圳城指下跌了2.93%创业板指下跌了2.49%那在行业方面呢升万31个一级行业当中啊大多数的行业都呈现一个下跌的态势 只有像煤炭、公用事业、农林牧鱼行业开始录得了一个阵仗幅像轻工制造还有房地产、建筑材料这一些板块呢都是表现比较靠后的那在经济方面呢我们看到4月的社融还有信贷数据呢是低于预期 ...
局势再现波澜,黄金还能上车吗
那我们现在开始哈喽哈喽大家好欢迎来到我们华安一切会测室那么我们发现啊近期大家对于黄金的关注度逐渐提升那本轮的金价行情呢也是启动于3月初在3月中旬暂停后上暂停上行之后呢4月初再有一次大幅的上涨呢直到了4月中旬走势才缓和并且发生一定的回落那在5月9号左右的时候啊再次迎来了上涨的行情 但是在本周二的时候呢也是出现了一个比较大幅的回调那究竟如何看待本次黄金的回调后期黄金是否还具有一个向上的动能我们本期会测时邀请到了大家老朋友黄金大咖周鸿昊周老师那周老师先跟大家打个招呼吧哈喽各位投资者大家好我是华人基金研究员周鸿昊今天呢跟大家分析一下近期黄金回调的原因以及我们对于后期黄金的看法谢谢好的欢迎周老师 那首先呢我们还是先回顾一下近期市场的一个相关情况那过去一周呢市场是呈现一个下跌的态势那其中上阵宗址呢下跌幅度是达到了2.07%那户人300指数呢下跌了2.08%深圳城指下跌了2.93%创业板指下跌了2.49%那在行业方面呢升万31个一级行业当中啊大多数的行业都呈现一个下跌的态势 只有像煤炭、公用事业、农林牧鱼行业开始录得了一个阵仗幅像轻工制造还有房地产、建筑材料这一些板块呢都是表现比较靠后的那在经济方面呢我们看到4月的社融还有 ...
美国银行:研究消费者做得怎么样
Key Points Industry/Company 1. **Consumer Spending**: Despite elevated inflation, real services spending has surged in recent months, driven by ongoing positive labor supply issues and substantial income growth. This suggests potential for services inflation and supports the case for delayed rate hikes [5]. 2. **AI Theme**: The AI theme continues to roll on, with significant developments in large language models and integration across various ecosystems. Companies like Google and Cisco Systems are seen as net AI beneficiaries [7]. 3. **Cisco Systems**: Cisco reported a solid quarter with signs of growth acceleration, driven by AI demand and potential recovery in orders for campus and data center switching. The integration of recently acquired Splunk is going well [7]. 4. **Trupanion**: Trupanion is expected to return to target margins by year-end 2024, driven by improved underwriting margins and growth in new business [33]. 5. **Alphabet**: Google's I/O event highlighted improved large language models and integration across various ecosystems, supporting the thesis that Alphabet has industry-leading AI capabilities [40]. Core Views and Evidence 1. **Consumer Spending**: The robust demand for services suggests that rate hikes are likely delayed further, as the key risk is reacceleration in demand, not "stagflation" [11]. 2. **AI Innovation**: The pace of AI innovation has accelerated, with significant developments in large language models and integration across various ecosystems [7]. 3. **Cisco Systems**: Cisco's core revenues are expected to grow 5% YoY next year, marking an acceleration from historical trends [7]. 4. **Trupanion**: Trupanion's improved underwriting margins and growth in new business suggest a strong outlook for the company [33]. 5. **Alphabet**: Growing Gen-AI integrations should likely help drive higher usage and incremental spend across Search, Cloud, and Workspace [42]. Other Important Points 1. **Global Fund Manager Survey**: The survey indicates that investors are optimistic on rate cuts and expect a "no landing" scenario, with a higher odds of a hard landing [16]. 2. **The RIC Report**: The report highlights the challenges in the energy sector, with power inflation at 40-year highs and concerns about supply shortages [17]. 3. **Sector Focus Point**: The report provides a deep dive into the healthcare sector, highlighting the macro and micro factors influencing the industry [24]. 4. **Stock Reports**: The report includes detailed analyses of various companies, including Cisco Systems, Trupanion, and Alphabet [26-46]. Conclusion The report provides valuable insights into the consumer, AI, and technology sectors, highlighting key trends and potential investment opportunities. The analysis of specific companies like Cisco Systems, Trupanion, and Alphabet offers valuable insights into their growth prospects and potential risks.
2024下半年资配展望
证券研究报告 | 2024年5月20日 策略 专题 2 0 2 4 下半年全球资配展望 策略研究 · 策略专题 ...