Goldman Sachs Sell-side卖方

The 720 APAC CL, MediaTek, Kioxia, Murata, Renesas, Wiwynn, Sony, Eternal, Fanuc, AIA, Divi’s Labs, Amazon

Aug 3, 202611 pages页

From the report报告摘录APAC Conviction List Update: Samsung (memory supply shortage), BYD (overseas growth), Hong Kong Exchanges (IPOs) added; Victory Giant/Yaskawa removed, reflecting fundamental shifts in semiconductor/automotive demand and…

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