MJanuary24,202411:26PMGMTUpdateGlobalMacroCommentaryGlobalMorganStanley&Co.LLC+1212761-6076+44207425-9781January24MartinWTobias,CFA+1212761-4703JGBsell-offdeepens,focusonBoJnormalization;StrongUSSt...
时间:2024-05-22 15:20栏目:券商报告(周更新）
HaibinZhu(852)2800-7039TingtingGe(852)2800-0143AsiaPacificEconomicResearchJPMORGANhaibin.zhu@jpmorgan.comtingting.ge@jpmorgan.comJPMorganChaseBank,N.A.,HongKonGBranchGlobalDataWatchJiYan(852)2800-7...
时间:2024-05-22 15:17栏目:券商报告(周更新）
HaibinZhu(852)2800-7039TingtingGe(852)2800-0143AsiaPacificEconomicResearchJPMORGANhaibin.zhu@jpmorgan.comtingting.ge@jpmorgan.comJPMorganChaseBank,N.A.,HongKonGBranchGlobalDataWatchJiYan(852)2800-7...
时间:2024-05-22 15:15栏目:券商报告(周更新）
JPMORGANGlobalEconomicResearch03May2024GlobalDataWatch•Powell’shikeaversion,USlabormarketcoolinGBoostglobalriskappetiteEconomicandPolicyResearch•DespiteAprilPMIdip,globalindustryonarecoverytrack...
时间:2024-05-22 15:15栏目:券商报告(周更新）
JPMORGANGlobalEconomicResearch12April2024GlobalDataWatch•High-for-longsoft-landinGBalancesoverheatingandmarketstressEconomicandPolicyResearch•ThreestraightstrongUSCPIprintspushesoutpricingofFedcu...
时间:2024-05-22 15:14栏目:券商报告(周更新）
HaibinZhu(852)2800-7039TingtingGe(852)2800-0143AsiaPacificEconomicResearchJPMORGANhaibin.zhu@jpmorgan.comtingting.ge@jpmorgan.com01February2024JPMorganChaseBank,N.A.,HongKonGBranchJPMorganChaseBank...
时间:2024-05-22 14:51栏目:券商报告(周更新）
AccessibleversionTheFlowShowBullTraps&BearSlapsScoresontheDoors:crypto22.0%,gold11.5%,oil9.8%,commods7.9%,stocks4.5%,02May2024USdollar4.2%,cash1.8%,HYbonds0.5%,IGBonds-2.7%,govtbonds-5.9%YTD.Invest...
时间:2024-05-22 14:51栏目:券商报告(周更新）
JPMORGANGlobalQuantitative&DerivativesStrategy04March2024CrossAssetVolatilityMachineLearninGBasedTradeRecommendations•Atthecross-assetlevel,theCARVmodelisbroadlydefensiveinFXandGlobalQuantitativea...
时间:2024-05-22 13:29栏目:券商报告(周更新）
（1）经过我们的计算，AI的增长对于服务器存储需求增量较大，计算结果如下：内存：以GB200NVL72为例——单台GB200NVL72（HBM+LPDDR5x）消耗晶圆片数为15.21片。SSD：以DGXH100为例为例——单台DGXH100SSD消耗晶圆...
时间:2024-05-21 22:04栏目:券商报告(周更新）
宁德业绩表现亮眼，海外海风进展较多电力设备与新能源评级：增持（维持）[重Ta点ble公_F司in基anc本e]状况分析师：曾彪简称股价EPSPEPEG评级执业证书编号：S0740522020001(元)Email：zenGBiao@zts.com.cn2022A202...
时间:2024-05-21 21:40栏目:券商报告(周更新）
