QUALCOMM Incorporated (NASDAQ:QCOM) Snapdragon Computex 2024 Keynote June 3, 2024 1:30 AM ET Company Participants Cristiano Amon - President and Chief Executive Officer James Huang - TAITRA Satya Nadella - Microsoft Pavan Davuluri - Microsoft S.Y. Hsu - ASUS Jason Chen - Acer Enrique Lores - HP Won-Joon Choi - Samsung Jack Sanborn - Dell Luca Rossi - Lenovo Operator Ladies and gentlemen, please welcome Chairman of TAITRA, James Huang. James Huang Good afternoon, ladies and gentlemen. In its nearly 40-year ...

Ac更ces多sib资le v料ers加ion入 知识星球：水木调研纪要 关注公众号：水木纪要 Apple Inc. AI will drive the shift from smartphones to “IntelliPhones”; Reiterate top pick. M aintain Rating: BUY | PO: 230.00 USD | Price: 189.99 USD “IntelliPhones” the AI enabled upgrade is coming 2 9 May 2024 We view the upcoming AI enabled phones (IntelliPhones) to drive a multi-year upgrade Equity cycle similar to the step function improvement driven by the introduction of smartphones. We expect the adoption curve of AI phones to be faster than the adopt ...

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 ...

Ac更ces多sib资le v料ers加ion入 知识星球：水木调研纪要 关注公众号：水木纪要 High Frequency Monitor Earnings save the day Equity markets fell last week despite Semis rally 2 7 May 2024 Global equities moderated -0.4% last week after rallying 7.0% in the preceding four Quant Strategy weeks. The US (0.0%) was flat while China retreated -4.7% after rallying 29% in four Global m r ee xo p pn o et r ch t tes ad. t i osT t nh r se o n og g fl o aeb ...

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 BofA GPS: Global Proprietary Signals Not too hot, not too cold Global Proprietary Signals 3 1 May 2024 BofA Global Proprietary Signals is a compendium of 80+ proprietary indicators across different economies/ strategies/markets/asset classes that reflects the insights of BofA Global Research analysts. Unwarranted concerns Stagflation debates have resurfaced following a spate of downside surprises, but our Global Proprietary Signals continue to project a temper ...

Ac更ces多sib资le v料ers加ion入 知识星球：水木调研纪要 关注公众号：水木纪要 North American Precious Metals Weekly Global MM&S Conference: Intriguing precious metal slides. Spotlight on India. Price Objective Change Intriguing slides related to themes from our Conference 2 7 May 2024 Corrected On May 14-15, we held our 41st annual Global Metals, Mining & Steel (MM&S) Equity Conference, in Miami, FL. The conference hosted nearly 300 fund managers and 85 Americas Gold & Precious Metals issuers, most represented by their CEOs. We select t ...

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 FICC Research Economics 30 May 2024 ECB Preview Every journey begins with a single CORE step We expect the ECB to start its easing cycle by cutting rates by European Economics 25bp. The updated inflation forecasts should validate the Mariano Cena decision by showing inflation sustainably at target by mid 2025. +44 (0) 20 7773 0727 mariano.cena@barclays.com The rates guidance should remain unchanged as it provides, for Barclays, UK now, enough flexibility to accommodate diverse e ...

Ac更ces多sib资le v料ers加ion入 知识星球：水木调研纪要 关注公众号：水木纪要 FX Technical Advantage The golden cro$$ strikes again View: The golden cro$$ strikes again 2 5 March 2024 A golden cross (systematic) signal has occurred and favors a supported or stronger DXY FICC Technical Strategy in Q2. Today, March 25, 2024 with a closing price near 104.23, the golden cross signal Global Markets has been confirmed as the 36th signal since 1970 and the 18th since the euro began trading in 1999 (Chart 1). Since 1970, the DXY tended to be hi ...

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 FICC Research Commodities 29 May 2024 Energy Sigma Push and pull CORE In our balances, we assume OPEC+ partially rolls back voluntary adjustments over Q3 but would not be surprised if we get a rollover into H2 24. Either way, if country-level compliance Commodities Research improves, aggregate net exports from the group might not Amarpreet Singh +1 212 526 1672 increase materially in H2. amarpreet.x.singh@barclays.com BCI, US Oil markets have been oscillating in a tight range ov ...

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 FICC Research Macro Research 29 May 2024 Japan Flow Update FY23 life insurer results CORE Lifers reduced risk in H2 FY23 by reducing JGBs/foreign bonds and shortening duration and also lowered their FX hedge ratios. While demand linked to new regulations has likely taken a Shinichiro Kadota +81 3 4530 1374 breather, superlong bonds are relatively attractive and may shinichiro.kadota2@barclays.com invite dip-buying. Appetite for FX-hedged/unhedged foreign BSJL, Japan bonds should ...