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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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： December 19, 2024 08:16 AM GMT shuinu9870 更多一手调研纪要和研报数据加V： shuinu9870 shuinu9870 M Update Hong Kong/China Leisure & Lodging | Asia Pacific 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： Key Takeaways China's weekly hotel RevPAR was -4% YoY for the week, reflecting December 8- 14, 2024 vs. December 10-16, 2023. This slightly worsened from the prior week's -2%. However, the YoY decline in December has been narrower than we thought, reflecting flatte ...

J P M O R G A N Figure 2.2: Industrial production - Steel 更多一手调研纪要和研报数据加V： 4. Housing, consumption and production 更多一手调研纪要和研报数据加V： 6 7 8 9 10 11 12 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 2019 2020 2021 2022 2023 2024 Figure 3.5: Deadweight tonnage of departing ships - Bulk Ton mn Source: Elane Shipping Statistics, J.P. Morgan shuinu9870 更多一手调研纪要和研报数据加V： Source: Elane Shipping Statistics, J.P. Morgan • New home sales stayed modest, with hesitation for a year-end surge; secondary home sales slowed do ...

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 ...

shuinu9870 更多一手调研纪要和研报数据加V： shuinu9870 Datacenter Market Insights, Part 2 – ODM Direct shuinu9870 更多一手调研纪要和研报数据加V： 3Q ODM direct shipments were up 2% q/q, with Wiwynn's unit share increasing the most. GB200 remains on track to ramp more meaningfully from mid-Feb. Stock-wise, we prefer Hon Hai/ FII, Wiwynn, Wistron and Quanta. Global ODM direct server shipments were 1.33mn in 3Q24 (+2% q/q, +16% y/y): This accounted for 36.4% of global server shipments of 3.7mn units (+1% q/q, +19% y/y), up from 36.0% in 2Q2 ...