shuinu9870 shuinu9870 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： 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数据加V： 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 ab 12 December 2024 Global Research Healthcare Facilities & Managed Care Nash Dash 2024: Top 10 Takeaways 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： #1 - HCA Outlines a Favorable Outlook for 2025 Even as hospital stocks have come under pressure post election, the three hospital companies we met with on our Nash-Dash tour said that fundamen ...

Flash | 02 Dec 2024 13:26:53 ET │ 11 pages Greater China Semiconductors China Memory Update: CXMT to Add 50k DDR5 Capacity in 2025, Supply Localization to Persist CITI'S TAKE We expect growing Chinese memory supply as domestic memory makers continue to expand capacity to meet localization demand. Our recent discussion with industry participants indicated CXMT, China's leading DRAM maker, plans to add 50k wpm capacity in 2025, mainly for DDR5, leading to a total capacity of 200k by year-end (100k for DDR4, 1 ...

Morgan Stanley Research Global November 29, 2024 04:39 PM GMT EM Sovereign Credit 2025 Outlook Morgan Stanley & Co. LLC Simon Waever, Global Head of EM Sovereign Credit Strategy | Strategist Morgan Stanley & Co. International plc+ Neville Mandimika | Strategist Pascal Bode | Strategist Morgan Stanley & Co. LLC Emma Cerda | Strategist Morgan Stanley does and seeks to do business with companies covered in Morgan Stanley Research. As a result, investors should be aware that the firm may have a conflict of inte ...

29 November 2024 | 9:26AM JST Japan Technology: Semiconductor Capital Equipment: Responding to investor FAQs on China semi/SPE export restriction news Update on China export restrictions reportedly to come next week Bloomberg and other media reported during the morning of November 28 Japan time that the US government may issue a proposal to strengthen semiconductor and SPE export restrictions to China as soon as the beginning of the next week (December 2). As previously reported, the US Department of Commer ...

Flash | 29 Nov 2024 08:02:13 ET │ 9 pages China Materials Takeaways from Copper Expert Call with SMM CITI'S TAKE We hosted an Expert Call on Nov 29th with Mr. Ye Jianhua, Chief Copper Analyst at Shanghai Metals Market (SMM) on copper market update. Mr. Ye expects copper price in 2025E to average US$9,800-9,900/t with a price movement range of approximately US$8,500/t to US$10,000/t+. He believes copper price may be higher in 2H25E than 1H25E due to fiscal stimulus packages and expansionary monetary policies ...

Joining the race Automotive's drive to catch up with customer experience #GetTheFutureYouWant Joining the race: Automotive's drive to catch up with customer experience Ta b l e o f c o n t e n t s 2 Capgemini Research Institute 2024 Joining the race: Automotive's drive to catch up with customer experience 3 Capgemini Research Institute 2024 4 Joining the race: Automotive's drive to catch up with customer experience Compared with other industries, automotive offers a substandard customer experience (CX): • A ...