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美银：the flow show-100% + 75% = peak 68%
shell LNG· 2024-07-24 22:56
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 The Flow Show 100% + 75% = peak 68% Scores on the Doors: crypto 36.2%, gold 17.6%, oil 14.6%, stocks 13.8%, commodities 7.4%, HY bonds 4.5%, cash 2.9%, US dollar 2.8%, IG bonds 1.3%, govt bonds -3.0% YTD. The Biggest Picture: investors bullishly assigning 100% probability of Fed rate cut Sept 18th, 75% probability of Trump winning US election Nov 5th, and 68% probability of "soft landing" (Chart 2)…4th largest weekly inflow to US stocks ever ($44.8bn); Sept 18th/Nov 5th "buy rum ...
美银：the flow owIt’s mg home, Jerome
shell LNG· 2024-07-14 21:13
夏多资料加入知识圣球:水木调研纪委 关注公众予:水木纪委 BofA SECURITIES The Flow Show lt's coming home, Jerome Scores on the Doors: Crypto 23.4%, gold 16.5%, oil 15.6%, stocks 14.8%, commodities 8.9%, HY bonds 4.0%, US dollar 3.1%, cash 2.8%, IG bonds 1.0%, govt bonds -3.5% YTD. Zeitgeist: "Until investors need to buy bonds, they ain't selling tech." Tale of the Tape : Over the past 3 months, 10-year UST has rallied from 4¾% to below 4%%; bonds "big, fat & trendy"…break below 4% (100-week ma) on 10-year Treasury ( and narrative shift ...
The gton Post .7.11
shell LNG· 2024-07-11 22:58
Prices may vary in areas outside metABCD ropolitan Washington. Ere V1 V2 V3 V4 | --- | --- | --- | --- | --- | --- ...
财联社早知道 DRAM芯片将迎供需失衡“超级周期”明年供应缺口高达23%，这家公司在1 6层超薄芯片堆叠领域是国内唯一具有从集成电路高端DRAM a晶圆封装测试到模组成品生产完整产业链的企业
shell LNG· 2024-06-13 08:51
很抱歉,提供的文档内容无法满足您的要求。该文档内容较为简单,没有包含完整的电话会议记录,无法总结出会议的核心内容和问答环节的重要提问与回答。我无法根据这些信息进行有价值的总结。如果您有其他更详细的会议记录文档,我很乐意尝试为您总结关键要点。
Bank_of_America_Apple_c__will_drive_the_ift_from_smartphones
shell LNG· 2024-06-02 00:02
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 ...
Barclays_European_vereign_Supply_nthly_June__flows_cod
shell LNG· 2024-06-02 00:02
会议主要讨论的核心内容 - 2024年6月欧洲主权债券供给预计将达到约1050亿欧元,净发行量将大幅环比增加至700多亿欧元,主要由于赎回规模大幅下降 [1][2][3] - 6月英国国债发行总量预计为260亿英镑,其中无赎回但有75亿英镑的利息支付,因此净现金流为185亿英镑 [5][21] - 从发行国角度来看,6月德国、法国、意大利等大型发行国的净发行量均将环比上升,而比利时的净发行量将大幅下降 [3][13][14][15] - 从期限结构来看,6月欧洲主权债券发行将以中短期品种为主,长期品种占比较低 [9][12][13][14][15] - 6月欧洲主权债券发行的DV01平均水平预计将环比下降,最高出现在月初的长期OAT发行周 [4] 问答环节重要的提问和回答 问题1 **Ellie Jiang 提问** 2024年全年欧洲主权债券发行规模预计如何 [7] **Jiazhen Zhao 回答** 根据预测,2024年全年欧洲主权债券总发行规模将达到1331亿欧元,其中德国276亿欧元、法国320亿欧元、意大利360亿欧元等大型发行国占比较高 [7] 问题2 **Yang Bai 提问** 英国2024-2025财年国债发行计划有何变化 [22] **Jiazhen Zhao 回答** 英国2024-2025财年国债发行计划中,短期债券占38%、中期债券占32%、长期债券占19%、通胀挂钩债券占11%,总发行规模为2777亿英镑 [22] 问题3 **Joyce Ju 提问** 欧洲主权债券基金流动性情况如何 [24][25][26][27][28] **Lei Chen 回答** 2024年以来,欧洲政府债券基金持续流入,其中中长期债券基金流入较多,短期债券基金则出现净流出,通胀挂钩债券基金流入也有所回落 [24][25][26][27][28]
Meta、ogle、Amazon、Doorda 1Q24业绩及展望交流会
shell LNG· 2024-05-11 19:45
分组1 - 会议主要讨论了Alphabet(Google)和Meta(Facebook)的一季度业绩情况 [2][3][4][5][6] - Google广告收入和云计算收入增速超预期,利润率也有较大提升 [2][3][4][5][6] - Google持续优化组织效率,加大AI相关的硬件和软件投入 [5][6][7] - Meta一季度收入和利润超预期,但对二季度收入指引略低于预期,引发市场担忧 [9][10][11] - Meta加大AI在广告推荐等核心业务的应用,有望带来持续的业绩改善 [9][13][14] 分组2 - 亚马逊一季度收入和利润大幅超预期,AWS云计算业务表现亮眼 [15][16][19] - 亚马逊正加大AI相关的硬件和软件投入,有望进一步提升云计算和零售业务的竞争力 [19][20] - 美团海外业务目前规模较小,未来发展仍存在不确定性 [30][31][32] - 行业内公司正加大AI技术在广告业务中的应用,有望带来广告效率和收入的提升,但具体贡献难以量化 [40][41][42][43]
JPrganEconFI-ChaHomepricerecordedarpestfallcurrentcycleVa...-
shell LNG· 2024-05-01 21:18
J P M O R G A N Asia Pacific Economic Research 16 April 2024 China: Home price recorded sharpest fall in current cycle Vanke in focus, testing (quasi-) SOEs resiliency The year-on-year fall in NBS 70-city home prices widened to the sharpest Emerging Markets Asia, Economic magnitude in the current housing cycle, despite the marginally narrower and Policy Research sequential decline in March. New home price declined 2.7%oya (vs -1.9% in Tingting Ge February), along with a 5.9% drop for secondary home price (v ...
JPrgan-Global Developed Markets tegy Daboard-
shell LNG· 2024-05-01 21:17
J.P. Morgan Equity Strategy MislavMatejka(44-20) 7134-9741, mislav.matejka@jpmorgan.com Global Equity Research Pedro Martins Junior (55-11) 4950-4121, pedro.x.martins@jpmorgan.com Global Equity Research 15 April 2024 DubravkoLakos-Bujas(1-212) 622-3601, dubravko.lakos-bujas@jpmorgan.com 15 April 2024 Global Developed Markets Strategy Dashboard Global Equity Strategy Mislav Matejka, CFAAC Prabhav Bhadani, CFA Table of Contents Page # (44-20) 7134-9741 (44-20) 7742-4404 Markets and Global Sectors Performance ...