5April20249:57PMJSTBuyYaskawaElectric(6506.T)EarningsReview:FY23operatingprofits/FY24guidanceinline;raisingGSe/TPtoreflectweakyen,signsofordersbottomingout;reiterateBuy6506.T12mPrieTarget:...
时间:2024-05-22 00:26栏目:券商报告(周更新）
HBM3E量产在即，关注国产HBM突破和产业链受益[Tab2le0_2Re4po年rtDa0t3e]月10日证券研究报告[HTBabMle_3TEit量le]产在即，关注国产HBM突破和产业链受益行业研究[Table_ReportDate]2024年03月10日[行Ta业ble专_Re...
时间:2024-05-21 23:53栏目:券商报告(周更新）
行业研究丨深度报告丨电子设备、仪器和元件[存Ta储b行le_业T：itle生]成式AI引爆新成长，顺周期逻辑持续演绎%%1%%丨证券研究报告丨报告要点[据TaTBrle_nSdFumormcear预y]估，2024年Q2，DRAM、NANDFlash的合约价有...
时间:2024-05-21 21:38栏目:券商报告(周更新）
AccessibleversionTheFlowShowAroundtheWorldinEightMapsScoresontheDoors:crypto53.8%,oil15.7%,commodities8.4%,stocks6.5%,gold21March20244.0%,USdollar2.5%,HYbonds1.2%,cash1.1%,IG-1.3%,govTBonds-3.2%YTD...
时间:2024-05-21 12:20栏目:券商报告(周更新）
DeutscheBankCross-DisciplineDateResearch22January2024ChinaMarketAsiaPerspectivesChinaHongKong2024Outlook:Ayearofstability?Thematics-Isbadnewsgoodnewsinaway?Therehasn'TBeenmuchtocheerforPerryKojodjo...
时间:2024-05-21 12:11栏目:券商报告(周更新）
DeutscheBankResearchUSInflationOutlook:HearTBreakhotelforratecuthopes?#PositiveImpactDistributedon:17/02/202400:44:09GMTFebruary2024JustinWeidner,MatthewLuzzetti,BrettRyan,AmyYangSuvirRanjan1Columb...
时间:2024-05-21 12:02栏目:券商报告(周更新）
AccessibleversionGlobalFundManagerSurveyMagnificentSentimenTBofAFebruaryGlobalFundManagerSurvey13February2024BottomLine:mosTBullishFMSin2years,cashlevelscutto4.2%from4.8%asglobalInvestmentStrategyg...
时间:2024-05-21 11:41栏目:券商报告(周更新）
GlobalMacroThoughtsFOCUSAreasonableresetFICCResearchGlobalMacro8January2024AjayRajadhyaksha+12124127669ajay.rajadhyaksha@barclays.comBCI,USMaxKitson+44(0)2035552386max.kitson@barclays.comBarclays,U...
时间:2024-05-21 11:39栏目:券商报告(周更新）
DeutscheBankResearchJanuary2024Whencentralbankscutrates……whathappensnext?#PositiveImpactDistributedon:29/01/202411:58:11GMTJimReidHenryAllenHeadofGlobalEconomicsMacroStrategist&ThematicResearch(+...
时间:2024-05-21 11:36栏目:券商报告(周更新）
GlobalMacroThoughtsFOCUSTheUS,andthentherestResearch18March2024AjayRajadhyaksha+12124127669ajay.rajadhyaksha@barclays.comBCI,USCharleyChau+44(0)2077734954charley.chau@barclays.comBarclays,UKKaanhar...
时间:2024-05-21 11:35栏目:券商报告(周更新）
