Goldman Sachs’s “Top of Mind: Assessing
Goldman Sachs’s “Top of Mind: Assessing
于天细说娱乐的文章
BCA clients are turning decidedly more b
BCA clients are turning decidedly more b
FT: Big tech giants booked a more than $
FT: Big tech giants booked a more than $
FT - Pre-tax earnings hit an annualised
FT - Pre-tax earnings hit an annualised
Jefferies: Commodities have never been t
Jefferies: Commodities have never been t
日经：中国可能正在赢得全球工业品的胜利，但同时也在损伤其盈利能力中国公司被困在如
日经：中国可能正在赢得全球工业品的胜利，但同时也在损伤其盈利能力中国公司被困在如
Hard work matters, but smart investing m
Hard work matters, but smart investing m
GS: Wage Growth Remains Above the 4% Rat
GS: Wage Growth Remains Above the 4% Rat
GS: Fed Beige Book Mentions of Labor Sho
GS: Fed Beige Book Mentions of Labor Sho
BofA: AI is about to shake up the global
BofA: AI is about to shake up the global
彭博：密歇根大学调查显示美国8月消费者信心三个月来首次下降。劳工统计局初步基准修
彭博：密歇根大学调查显示美国8月消费者信心三个月来首次下降。劳工统计局初步基准修
GS: The QCEW itself has been revised up
GS: The QCEW itself has been revised up
GS: Nasdaq EPS growth +44% this year, bu
GS: Nasdaq EPS growth +44% this year, bu
Bloomberg: Despite a few exceptions, a F
Bloomberg: Despite a few exceptions, a F
Bloomberg: The San Francisco Fed has upd
Bloomberg: The San Francisco Fed has upd
每日的幸福与不幸，身体的舒适与痛苦，所遇的善良与罪恶，人生中相遇的每一个人，你眼
每日的幸福与不幸，身体的舒适与痛苦，所遇的善良与罪恶，人生中相遇的每一个人，你眼
GS: Distribution of returns of S&P 500 s
GS: Distribution of returns of S&P 500 s
GS: Short interest on the median S&P 500
GS: Short interest on the median S&P 500
BCA: US equities have already priced in
BCA: US equities have already priced in
BCA: US equities have already priced in a large share of AI’s expected gains. Approximately 25% of current market cap reflects multiple expansion since ChatGPT’s release. Bond yields are slightly higher over that period, so the rerating reflects a lower equity risk premium rath
BCA: US equities have already priced in a large share of AI’s expected gains. Approximately 25% of current market cap reflects multiple expansion since ChatGPT’s release. Bond yields are slightly higher over that period, so the rerating reflects a lower equity risk premium rath
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