Chart of the Week – US Dependence on China's APIs
China Securities· 2024-12-15 16:04
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： 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 更多一手调研纪要和研报数据加V： M Update | --- | --- | --- | |------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...
Flows & Liquidity_Hopes for 60_40 funds into 2025
Flywheel飞未· 2024-12-15 16:04
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： 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 shuinu9870 更多一手调研纪要和研报数据加V： Global Markets Strategy 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： Global Markets Strategy 11 December 2024 J P M O R G A N This material is neither intended to be distributed to Mainland China investors nor to provide securities investment consultancy services within the territory of Mainland China. This material or any portion hereof may not b ...
Powering GenAI_ Feedback on Our Note, and Takeaways from Powering Digital Infrastructure Symposium
AIRPO· 2024-12-15 16:04
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： 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 更多一手调研纪要和研报数据加V： Texas legislative proposals focused on "bring your own plant" (this is the M | --- | --- | --- | |----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...
Greater China Banks Daily_Marketing feedback; PBOC reiterate a basically stable yuan, after Reuters report that China is considering softer currency
BOCI· 2024-12-15 16:04
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： 更多一手调研纪要和研报数据加V： ab 12 December 2024 Global Research Greater China Banks Daily Marketing feedback; PBOC reiterate a basically stable yuan, after Reuters report that China is considering softer currency shuinu9870 shuinu9870 May Yan Analyst may.yan@ubs.com +852-2971 7157 Alex Ye Analyst S1460522090005 alex.ye@ubs.com +86-21-3866 8463 Frank Zheng, CFA Analyst S1460524050001 frank.zheng@ubs.com +86-21-3866 8873 Catherine Yang, CFA Analyst cathe ...
CLO Tracker December 2024 – Constantin-Opal
-· 2024-12-15 16:04
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： 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 更多一手调研纪要和研报数据加V： December 12, 2024 02:55 PM GMT Morgan Star | --- | --- | --- | --- | --- | --- | --- | |--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...
Japan Macro Data Tracker - 2024_12_12
-· 2024-12-15 16:04
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： 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 更多一手调研纪要和研报数据加V： M Update December 12, 2024 09:06 AM GMT | --- | --- | |-----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|------------------------------------------------ ...
CEEMEA Sector Outlooks 2025_Year Aheads in Review
CESI· 2024-12-15 16:04
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： 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 更多一手调研纪要和研报数据加V： CEEMEA Sector Outlooks 2025 Year Aheads in Review CEEMEA Equity Research 12 December 2024 J P M O R G A N shuinu9870 shuinu9870 | --- | --- | |-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...
China Bond Analytics_For the month ended November 30, 2024
Andreessen Horowitz· 2024-12-15 16:04
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 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 See page 35 for analyst certification and important disclosures. J.P.Morgan 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 China Bond Analytics For the month ended Nov 30, 2024 | --- | --- | |-------------------------------------------------------------------------|-------| | | | | Soo Chong Lim AC (852) 2800-7387 | | | soochong.lim@jpmorgan.com J.P. Morgan Securiti ...
Asia Healthcare_ Evolving CDMO landscape_ #4_ Biosecure Act not included in FY25 NDAA; updated scenario analysis and investor feedback
AstraZeneca· 2024-12-15 16:04
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： 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 12 December 2024 | 7:35PM HKT shuinu9870 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： Asia Healthcare: Evolving CDMO landscape #4: Biosecure Act not included in FY25 NDAA; updated scenario analysis and investor feedback 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： On December 7th, the US House and Senate Armed Services Committees released the text of the final negotiated lan ...
China Consumer Appliances Sector_Expert call takeaways_ DJI to tap RVC industry_ A potential disruptor to the incumbents_
Applause· 2024-12-15 16:04
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： 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 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： ab 12 December 2024 Global Research First Read China Consumer Appliances Sector Expert call takeaways: DJI to tap RVC industry? A potential disruptor to the incumbents? 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： Media report that DJI is planning to tap the RVC industry According to a media article, DJI, a leading drone manufactu ...