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China Autos & Shared Mobility_ All’s well that ends well; all eyes are on air pocket in demand post subsidies
AlphaSense· 2025-01-05 16:23
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 January 2, 2025 02:28 AM GMT China Autos & Shared Mobility | Asia Pacific M Update All's well that ends well; all eyes are on air pocket in demand post subsidies China's major EV brands posted record Dec sales. BYD and XPeng beat market expectations on faster ramp-up of new models; while Li Auto and ZEEKR sales were slightly shy of their previous guidance. NIO reclaimed sales momentum, stretching to meet 4Q sales guidance. December hit a good balance between order intake and sel ...
Nonferrous Metals & Mining (Aluminum)_ Nov Domestic Aluminum Stats_ Mixed Depending on Use, but Production_Shipments Flat YoY; No Surprise
AlphaSense· 2024-12-30 07:22
M Update may not be suitable for all investors, and certain investors may not be eligible to purchase or participate in some or all of them. Morgan Stanley Research is not an offer to buy or sell or the solicitation of an offer to buy or sell any security/instrument or to participate in any particular trading strategy. The value of and income from your investments may vary because of changes in interest rates, foreign exchange rates, default rates, prepayment rates, securities/instruments prices, market ind ...
US_ Already good 3Q GDP gets a little better
AlphaSense· 2024-12-23 01:54
shuinu9870 shuinu9870 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 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: shuinu9870 更多一手调研纪要和研报数据加V: shuinu9870 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: shuinu9870 shuinu9870 shuinu9870 更多一手调研纪要和研报数据加V: 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: North America Economic Research US: Already good 3Q GDP gets a little better 19 December 2024 J P M O R G A N shuinu9870 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: 更多一手调研纪要和研报数据加V: 更多资料加入知识星 ...
2025 Outlook_ Optimism All Around
AlphaSense· 2024-12-23 01:54
shuinu9870 Exhibit 8 - Recent & Forecasted Results as a % of Rolling 10-Yr Average - Advisory . 80% 100% 120% 140% 0% 20% 40% 60% . 0% 20% 40% 60% 80% 100% 120% 140% 160% 180% shuinu9870 Source: Company data, Jefferies, Visible Alpha Consensus as of 12/17/24 for JPM/BAC/C, JEFe for GS/MS Reopening of Capital Markets Critical for Alts - Much of the Alternative's expected ~27% distributable earnings growth in 2025 hinges on the reopening of capital markets. Years of subdued capital markets activity and depres ...
2024欧盟人工智能法案对欧洲中东和非洲地区医疗科技领域的影响分析报告
AlphaSense· 2024-12-04 06:10
How the EU AI Act is Reshaping Medtech in EMEA AlphaSense What's Inside 1 Introduction 3 CHAPTER 1 A Need for New Rules 5 CHAPTER 2 Understanding the AI Act 7 CHAPTER 3 Risk Classification Under the AI Act 11 CHAPTER 4 Existing Regulation Overlaps with the Act 15 CHAPTER 5 Stay on Top of the Evolving AI Landscape with AlphaSense 17 CHAPTER 6 Looking Forward + Introduction 1 Since the COVID-19 pandemic gripped the world, global medical markets have had to dramatically reinvent themselves to withstand a numbe ...
2024年可再生能源趋势及展望报告
AlphaSense· 2024-12-04 06:10
Renewable Energy Trends & Outlook for 2024 AlphaSense What's Inside 1 Introduction 2 CHAPTER 1 What's Driving Interest In Renewable Energy? 4 CHAPTER 2 Renewable Energy Trends Around the World 9 CHAPTER 3 Growing Competition for Renewable Resources 10 CHAPTER 4 Renewable Energy Outlook for 2024 10 How to Stay On Top of Renewable Energy Trends 1 Introduction Since 2022, the oil industry has faced a series of volatile macroeconomic events that have escalated the importance of renewable energy. As societal con ...