February 10, 2025 06:14 AM GMT JD Sports | Europe 10 Questions For Management What's new? In this note, we dig into ten key areas of questions those meeting with JD Sports management might find interesting to ask based on current topical investor debates. Given the detailed context and background included in our questions, this note also serves as a useful refresher of JD's overall strategy. As a reminder, as outlined in our recent note - Lowering Estimates; Stay Equal- Weight - we expect JD to face a numbe ...

January 10, 2025 09:12 AM GMT Sustainability Around the Globe | Investors' Key Focus Areas in 4Q24 M Inside this report we share recaps of our most read notes in 4Q24 as well as investors' feedback. Next we list focus areas by readership and upcoming relevant events hosted/co-hosted by our team. Powering Digital Infrastructure : We recap trends in de-bottlenecking solutions for power demand, growing demand for new natural gas-fired power generation and related infrastructure, power "additionality" considera ...

本文档仅供上海信鱼私募基金管理有限公司18860455898研究使用，请勿外传 V i e w p o i n t | 08 Jan 2025 08:54:04 ET │ 13 pages US Semiconductors November Sales Above Our Forecast and Seasonality. Raise C24 Semi Sales to Up 18% YoY. Expect 2025 Semi Sales of Up 9% YoY. CITI'S TAKE On Monday, the SIA announced November monthly sales of $59.0 billion (up 10.5% MoM), above seasonality of up 1.3% MoM and our estimate of $54.1 billion (up 1.2% MoM) due to stronger DRAM and Flash sales. We raise our 2024 semi sales forecast from up 17% YoY to up ...

由阿里云和lntel委托Forrester Consulting 撰写的思想领导力聚焦报告 2021年4月 原生混合云加速企业教序化 转型 > FORRESTER® 由阿里云和Intel委托Forrester Consulting 撰写的思想领导力聚焦报告 2021年4月 原生混合云加速企业数字化 对于绝大多数中国企业来说,2020年是充满了动荡和机遇的 一年。在新冠疫情的影响下,2020年第一季度中国GDP同比下滑 6.8%,经过一年的恢复实现了GDP 2.3%的同比上涨;从地缘政治 的角度,美国、印度等国对中国科技公司实施了禁令,企业海外发 展受阻1。在这样的大环境下,中国政府从政策层面开始大力推动对 人工智能、5G网络、区块链和工业物联网新兴技术的使用。 企业加速技术发展和数字化转型依赖于灵活有效的云平台作为 基础。越来越多的企业意识到,多元的数字化场景需要公有云和私 有云(专有云)的混合协同支持。 Forrester将综合使用公有云、私有云和混合云管理软件/工 具的环境定义为混合云环境。具体来说,混合云融合了公有云、私 有云、托管私有云、边缘计算节点等不同部署模式,面向企业云上 基础架构、中间件、开发 ...