UBS Equities-Global Equity Strategy _What are the warning signals for tec...-107253368

2024-04宏观经济31免费

📄 文件全名: 《UBS Equities-Global Equity Strategy _What are the warning signals for tec...-107253368.pdf》
🎯 适合读者: 投资人行业研究员
📊 核心数据: peaking versus non-Tech (with a 45% gap in Q423 falling to 3% Q424E) as highlighted
they can outperform from this level 83% of the time. FCF is 2.3% on FY 1 (adjusted for
Systemes. We continue to view software as defensive (into sub-1% GDP), cyclical (into
+1% GDP), growth and a key differentiator.
15% above trend; 2) performance is anticipating significant further upgrades (unlike
🏷️ 核心议题: #GDP

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报告摘要

Global Research and Evidence Lab What are the warning signals for tech? We think we are getting late into the tech outperformance innings with tech EPS growth

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《UBS Equities-Global Equity Strategy _What are the warning signals for tec...-107253368》主要包含哪些内容?

Global Research and Evidence Lab What are the warning signals for tech? We think we are getting late into the tech outperformance innings with tech EPS growth核心数据:peaking versus non-Tech (with a 45% gap in Q423 falling to 3% Q424E) as highlighted;they can outperform from this level 83% of the time. FCF is 2.3% on FY 1 (adjusted for;Systemes. We continue to view software as defensive (into sub-1% GDP), cyclical (into。

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覆盖 2024 年,全文约 31。

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适合投资人、行业研究员等读者参考。

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重点分析了GDP等议题。