shuinu9870 更多一手调研纪要和研报数据加V： 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 更多一手调研纪要和研报数据加V： 更多一手调研纪要和研报数据加V： Solar Products Price Tracker – Week 51, 2024 shuinu9870 更多一手调研纪要和研报数据加V： 更多一手调研纪要和研报数据加V： Polysilicon prices stayed stable WoW; N-type wafer prices edged down 1.8% WoW; N-type cell prices fell 1.8% WoW; Module prices were largely stable. Prices of solar films and EVA resin stayed flat WoW. POE resin prices increased 1.4% WoW. N-type wafer prices (182*210mm) dropped 1.8% WoW and P-type wafer prices were stable; N-type ...

North America Equity Research 16 December 2024 J P M O R G A N CrowdStrike (CRWD) • Our Bull case is centered on a bottom-up analysis by product segment. We expect CRWD will continue to gain market share within its endpoint market while taking meaningful share with emerging products. CrowdStrike grew its Endpoint market share by 30bp in CY23 (FY24) according to IDC and our bull-case scenario considers that CRWD's endpoint market share can grow to 25.0% in FY27, assuming that we'll see capitulation from ente ...

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 Global Investment Research Daan Struyven Managing Director Co-Head of Commodities Research Goldman Sachs & Co. LLC +1 212-357-4172 daan.struyven@gs.com Goldman Sachs & Co. LLC +1 212-902-3053 callum.bruce@gs.com Yulia Z Grigsby Vice President Senior Commodity Strategist Goldman Sachs & Co. LLC +1 917-709-0571 yulia.grigsby@gs.com 2025 Oil Outlook: A Tale of Two Tails November 2024 Callum Andrew Bruce, CFA Vice President Senior Commodity Strategist Investors should consider this ...

Industry/Company Involved * **Global Macro Outlook 2025**: The document discusses the global macroeconomic outlook for 2025, covering various regions including the US, Europe, China, and beyond. It focuses on growth prospects and investment opportunities across different asset classes such as equities, credit, commodities, and bonds. Core Views and Arguments * **Growth Prospects**: The document highlights that growth prospects for 2025 are positive, driven by factors such as improving economic conditions, increasing consumer spending, and supportive monetary policies. * **Tailwinds Overhead**: The document emphasizes that tailwinds are likely to outweigh headwinds, such as geopolitical tensions and rising inflation, leading to overall positive growth. * **Asset Class Performance**: The document provides insights into the expected performance of different asset classes in 2025. It suggests that equities and credit markets may benefit from improving economic conditions, while commodities and bonds may experience mixed performance. Other Important Content * **Research Areas**: The document mentions various research areas covered by Goldman Sachs, including inflation, central banks, private markets, consumer trends, and innovation in sectors like AI, fintech, and healthcare. * **Market Themes**: The document highlights key market themes for 2025, such as carbonomics, the Inflation Reduction Act, GS SUSTAIN, green capex, electrification in Europe, obesity, and China's transition. * **Research Products**: The document provides information about Goldman Sachs' research products and services, including the GS Factor Profile, M&A Rank, and Quantum database. * **Disclosures**: The document includes various disclosures related to the research report, such as regulatory disclosures, ratings distribution, and investment banking relationships.

6 November 2024 | 9:57AM EST US Equity Views US Equities and the Once and Future President Republican White House and Senate: Former President Trump was re-elected to a non-consecutive second term. In addition to winning the contest for the Presidency, the Republican Party has also won majority control the US Senate. House of Representatives: In the 435-seat House of Representatives, there are a number of uncalled races and it is too soon to determine whether the Republicans maintained their slim majority, ...

proofpoint. REPORT 2024 Voice of the CISO Global Insights into CISO Challenges, Expectations and Priorities proofpoint.com TABLE OF CONTENTS 3 Introduction 4 Heightened Concerns But Growing Confidence 7 Human Error: The Persistent Vulnerability 9 Data Protection and Insider Threats 13 The Cyber Realities for a CISO in 2024 16 Strengthening Board-CISO Relations 18 The Story Continues... Unrelenting Pressure on CISOs 20 Conclusion 21 Methodology 2024 VOICE OF THE CISO | REPORT 2024: Navigating the Cybersecuri ...