Good morning. My name is Katie, and I will be your conference facilitator today. I would like to welcome everyone to the Goldman Sachs second quarter 2024 earnings conference call. On behalf of Goldman Sachs, I will begin the call with the following disclaimer. The earnings presentation can be found on the investor relations page of the Goldman Sachs website and contains information on forward-looking statements and non-GAAP measures. This audio cast is copyrighted material of the Goldman Sachs Group, Inc. ...

Good morning. My name is Katie, and I will be your conference facilitator today. I would like to welcome everyone to the Goldman Sachs second quarter 2024 earnings conference call. On behalf of Goldman Sachs, I will begin the call with the following disclaimer. The earnings presentation can be found on the investor relations page of the Goldman Sachs website and contains information on forward-looking statements and non-GAAP measures. This audio cast is copyrighted material of the Goldman Sachs Group, Inc. ...

Trading outperformance for asymmetric upside and downside An outperformance option is a derivative where the payoff value is based on the relative performance of one asset compared with another. Structurally, the market continues to offer opportunities to invest in CSI1000 for interesting upside expressions in derivative form given discounted funding and depressed implied volatility. 1y TRS Spread for CSI1000 is close to 1200bps, which means investors may get close to 3ﯾﺪ - upside exposure for 1x downside o ...

星球： 水木调研纪要 关注公众号： 水木纪曼 Exhibit 25: Summary of our China solar module export forecast by region Source: CPIA, IEA, Wind, PVInfolink, Company data, Goldman Sachs Global Investment Research With that said, we believe any significant US tariff hike is a potential risk factor for China solar players. US accounts for around 7% of global installation and currently over 80% of US imported modules are produced in ASEAN mainly from local capacity built by Chinese suppliers rather than direct export from China to the ...

资产管理：2024 年年中展望 ...

byercr\home\Desktop\BCB_0-SA_MAIN\BCB_2020-NOV- 20\REPOST-USKickstart\Kickstart2020-11- 20T22_44_20Z2020-11-20T23_19_23Z.pptx 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 Sachs 更多一手调研纪要和研报数据加V：shuinu9870 For the exclusive use of VIPS@RISKMACRO.COM 更多一手调研纪要和研报数据加V：shuinu9870 9a0c3bf0514c11deab0a0014c2408514 US Weekly Kickstart Style and Size | --- | --- | --- | --- | --- | --- | --- | |--------------------------------------------------------------|--------|---------------------------|------------|----------|-------- ...

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 10 July 2024 | 5:03PM EDT | --- | --- | |------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|-------------------------------------------------------------------------------------| | Global Autos & Industrial Tech Can new AI technology help accelerate AV deployments? Updating our global ADAS and AV f ...

Machine Translated by Google 候 ETF 逆⻛的催化剂，以及美国⼤选周期和财政环境带来的右尾⻛险，⻩⾦的看涨倾向仍然明显。 调⾄ 2,700 美元/托兹（之前年底为 2,300 美元/托兹）。 2024 年 4 ⽉ 12 ⽇ |下午 4:29（英国夏令时） 当前的宏观政策和地缘政治仍然充分肯定了这些因素。此外，由于美联储降息仍可能成为缓解今年晚些时 ⾄关重要的是，该框架可以解释所⻅⻩⾦购买的⼴度。新兴市场央⾏加速⻩⾦积累的原因是对制裁的担 忧，⽽直接持有⻩⾦的偏好⼜进⼀步加剧了这种担忧。与此同时，以中国为⾸的亚洲零售需求受到 对经济稳定和货币贬值的担忧推动，尤其是与中国房地产⾏业相关的担忧。美国财政可持续性担忧，加上选 举周期带来的增量⻛险，可以被视为酝酿结构性恐惧的另⼀个特征，对⻩⾦购买产⽣积极影响。 2a216976d69f48d9b2a05ab7ff02f49b 思考最后的⽐赛。我们认为，关键问题是哪些潜在因素具有⾜够的影响⼒来结束⻩⾦的看涨势头？我们 将强调四种可能的发展，在某种程度上组合起来，即使不会产⽣看跌逆转，⾄少也有助于抑制上⾏趋势。 ⾸先，和平解决中东和乌克兰持续 ...