Bank_of_America_AP_Signal_to_Noise_Implications_of_NVIDIA’s_upbeat
ACCA·2024-06-01 16:02
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 Accessible version APAC Signal-to-Noise Implications of NVIDIA’s upbeat guidance for Asia supply chain Signal-to-Noise 2 6 May 2024 This week, we discuss what NVIDIA’s robust cloud AI outlook (see note) means for its supply chain in Asia, and Equity Strategy a few rating changes in Japan including upgrades of Murata and Daikin to Buy; downgrade of Rohm to U/P. Asia-Pacific NVIDIA’s upbeat results: implications for supply chain in Asia Chris Oberoi >> Head of APAC Research In Tai ...