China Financials 2025 Outlook_ Brightening Up – Cycle Bottom to Outweigh Potential US Tariffs
BofA Securities· 2024-12-23 01:54
M Foundation Potential Higher US Tariff Could Be (Partly) Offset by Major Domestic Cycles Bottoming or Lead to Further Rationalization of Industrial Investment 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：shuinu9870 Milder scenario: only 50%/60% tariff on imports from China According to our economist' assessment, potential 50%/60% tariff on imports from China could result in milder real GDP impact than in the 2018-19 episode (~1ppt). In our view, the negative impact from tariff incr ...
Solar Products Price Tracker – Week 51, 2024
Proofpoint· 2024-12-23 01:54
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 ...
Oil Markets Weekly_The biggest pushback
Thoughtworks· 2024-12-23 01:54
Source: IEA, EIA, Wood Mackenzie, Rystad, Genscape, FlightAware, MariTrace, Google, TomTom, US Department of Transportation, J.P. Morgan Commodities Research 更多一手调研纪要和研报数据加V： shuinu9870 shuinu9870 更多一手调研纪要和研报数据加V： | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | |-------------------------------------------------------|-------|-------|------------------|-------|-------|-------|-------|-------|-------|-------|-------|-------| ...
Life Insurance_ Well Positioned for 2025
IntelliPro&英特利普集团· 2024-12-23 01:54
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 shuinu9870 更多一手调研纪要和研报数据加V： shuinu9870 shuinu9870 • What We Prefer: Companies that are well positioned for the next phase of growth and can take advantage of the long term retirement and international growth thesis. In this case, we prefer Equitable and MetLife. • What We Avoid...for Now: Currently, we are Underweight Principal Financial due to valuation and Brighthouse due to capital concerns. • We are also incrementally po ...
JPM _ Chips for Breakfast _ US Tech HW & Semis Daily_ MU (and the Asia View), Semis Outlook Call, CES & Taiwan_Korea Conf_
AstraZeneca· 2024-12-23 01:54
更多一手调研纪要和研报数据加V： shuinu9870 shuinu9870 North America Specialist Sales 19 December 2024 J P M O R G A N shuinu9870 shuinu9870 MU (and the Asia View), Semis Outlook Call, CES & Taiwan/Korea Conf? 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： Joshua Meyers +1 617 310 0767 joshua.meyers@jpmorgan.com • Did you miss Harlan Sur's 2025 Outlook: Semis & Semi Cap Equipment call yesterday morning? The replay is here. Contact me for the presentation. • Harlan, Samik & Team are hosting a bunch of events at CES Jan 6~8, with CRDO, D ...
Japan Technology_ Semiconductor Capital Equipment_ Micron read-across_ Ongoing DRAM tightness, mainly in advanced products
-· 2024-12-23 01:54
shuinu9870 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 shuinu9870 更多一手调研纪要和研报数据加V： shuinu9870 19 December 2024 | 1:46PM JST shuinu9870 Semiconductor memory major Micron Technology (MU, covered by our US semiconductor/SPE analyst, Toshiya Hari) released 1Q8/25 (September-November) 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： results and held a conference call early morning on December 19 (Japan time). Below, we summarize the key points, centering on current business conditions and the capex outlook, and di ...
Internet 2025 Outlook_Remain Positive on Internet Leaders in 2025 as AI Shifts to the Next Phase; Heavy Capex Investments, But With Increasing Returns; Top Picks AMZN, META, GOOG_L, SPOT
AIRPO· 2024-12-23 01:54
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： Internet 2025 Outlook www.jpmorganmarkets.com 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： shuinu9870 更多一手调研纪要和研报数据加V： • Best Ideas in 2025: 1) AMZN; 2) META; 3) GOOGL; 4) SPOT. This document is being provided for the exclusive use of A Z at Hedosophia. 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： Doug Anmuth AC (1-212) 622-6571 douglas.anmuth@jpmorgan.com North America Equity Research 18 Decembe ...
Japan Economic Perspectives_BoJ stayed on hold with common sense conclusions for the Review
BofA Securities· 2024-12-23 01:54
shuinu9870 shuinu9870 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 First Read Press conference at 15:30 JST Market focus should be how strongly Governor Ueda will hint at the next rate hike in January at the press conference. We think he will NOT commit to raise the policy rate at this stage because unexpected developments after Mr. Trump's inauguration as US President on 20 January cannot be ruled out, but he may say that a rate hike is coming soon based on their current economy and inflation o ...
FAQ_ Debt Ceiling – Abolish vs. Increase
Center for Security and Emerging Technology· 2024-12-23 01:54
shuinu9870 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： M Update shuinu9870 shuinu9870 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： the x-date have the potential to create significant risks across many markets. These Eliminating the debt ceiling would not authorize new spending, nor would it cost shuinu9870 Indeed, these risks were emphasized by Treasury Secretary Yellen in a letter to the US 2 Although the two policy debates can be ...
Hansoh Pharma (3692.HK)_ Second MNC partnership; Licensing-out oral GLP-1
-· 2024-12-23 01:54
更多一手调研纪要和研报数据加V： Ziyi Chen +852-2978-0526 | ziyi.chen@gs.com Goldman Sachs (Asia) L.L.C. Honglin Yan +852-2978-6666 | honglin.yan@gs.com Goldman Sachs (Asia) L.L.C. 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： shuinu9870 更多一手调研纪要和研报数据加V： shuinu9870 Disclosure Appendix GS Factor Profile Quantum The following disclosures relate to relationships between The Goldman Sachs Group, Inc. (with its affiliates, "Goldman Sachs") and companies covered by Goldman Sachs Global Investment Research and ref ...