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起点研报VIP(更新中)
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2023起点研报
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2023年1月第3周(1.16-1.21)7G,1719份
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04_国际投行报告-90份
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2023-01-15-1299.HK-Morgan Stanley-AIA Group Risk Reward Update-100050848[防断更微coc3678].pdf
2023-01-15-Morgan Stanley-China Materials Demand Tracker Jan 13-100050978[防断更微coc3678].pdf
2023-01-15-Morgan Stanley-China – Film How to Position after the Rally-100050854[防断更微coc3678].pdf
2023-01-15-Morgan Stanley-Three in Three Three Actionable Ideas-100050855[防断更微coc3678].pdf
2023-01-16-Morgan Stanley-Asia EM Equity Strategy Focus List Changes – APxJ, GEM, Chi...-100064750[防断更微coc3678].pdf
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Americas Machinery, Infrastructure, Sustainable Tech_ 4Q2022 preview_ Short-term margin upside, balanced by pockets of supply...(1)[防断更微coc3678].pdf
Americas Managed Care_ 4Q22 preview_ Looking for confirmation - Growth outlooks appear intact, need clarity on policy_utiliza...(1)[防断更微coc3678].pdf
ASEAN Internet Sector[防断更微coc3678].pdf
Australia First Edition[防断更微coc3678].pdf
BofA Global Research-2023 Equity Technical Year Ahead When you come to a fork in...[防断更微coc3678].pdf
BofA Global Research-FX Viewpoint EUR year ahead stronger, but subject to many .[防断更微coc3678].pdf
BofA Global Research-US Watch December CPI inflation An expected soft report-[防断更微coc3678].pdf
Brazil Healthcare_ In-depth ANS_ Assessing Corporate Contracts' Average Price Readjustments(1)[防断更微coc3678].pdf
Canadian Infrastructure[防断更微coc3678].pdf
CEEMEA Economics Analyst_ CEE-4 — Passing Peak Inflation, But Core Pressures Unusually Potent(1)[防断更微coc3678].pdf
Credit Rating Agencies[防断更微coc3678].pdf
Credit Suisse Around the Clock(1)[防断更微coc3678].pdf
Credit Suisse Around the Clock[防断更微coc3678].pdf
CS A&D Data Monitor[防断更微coc3678].pdf
CS A&D Sentinel[防断更微coc3678].pdf
CS Hospital Volume Tracker[防断更微coc3678].pdf
CS_JP_機械セクター:ポイント 20230120[防断更微coc3678].pdf
CS_Malaysia Market Strategy_2W23 Sizeable inflows from local institutions[防断更微coc3678].pdf
CS_食品セクター_2023年の投資戦略[防断更微coc3678].pdf
Danone (DANO.PA)_ Factoring in greater short-term birth rate volatility in China; structural issues largely unchanged(1)[防断更微coc3678].pdf
Deutsche Bank-Asia-Pacific Strategy 2023 APAC equity outlook - ascending[防断更微coc3678].pdf
Deutsche Bank-Cross Asset Strategy The Bullwhip Effect 3.0-[防断更微coc3678].pdf
Deutsche Bank-DBDaily DB Will the Fed cut this year-[防断更微coc3678].pdf
Deutsche Bank-Global Copper Q422 preview Light at the end of tunnel-[防断更微coc3678].pdf
Deutsche Bank-US Rates Valuation Dashboard-[防断更微coc3678].pdf
Diageo (DGE.L)_ Strengthening its super premium portfolio with Don Papa Rum(1)[防断更微coc3678].pdf
Drug Trend Update[防断更微coc3678].pdf
EM Local Rates_ The Upside of Lower Volatility(1)[防断更微coc3678].pdf
Energy Mixology[防断更微coc3678].pdf
Energy, Utilities & Mining Pulse_ Investors Asking_ What Are Downside Risks to Our Bullish Natural Resources View_(1)[防断更微coc3678].pdf
Exelixis (EXEL)[防断更微coc3678].pdf
First Edition - US Alert[防断更微coc3678].pdf
Global Elevators & Escalators[防断更微coc3678].pdf
Global Infrastructure Research[防断更微coc3678].pdf
Global Pharmaceuticals[防断更微coc3678].pdf
HCM & Vertical Software Services[防断更微coc3678].pdf
Indonesia Healthcare[防断更微coc3678].pdf
Inflection Point[防断更微coc3678].pdf
Japan Technology_ Hardware - Industrial Electronics_ Opportunities in Japan’s clean energy strategy_ Reiterate Buy on Fuji El...(1)[防断更微coc3678].pdf
JPMorgan Econ FI-Asia On the coattails of China’s re-opening -[防断更微coc3678].pdf
JPMorgan Econ FI-China December CPI and PPI remained soft; impact of re-ope. -[防断更微coc3678].pdf
JPMorgan Econ FI-China December TSF flow disappointed, while bank loans hel.. -[防断更微coc3678].pdf
JPMorgan Econ FI-China re-opening trackers chartpack (Series 5)[防断更微coc3678].pdf
JPMorgan Econ FI-Commodities Oil Drilling Report US oil drillers add five r.[防断更微coc3678].pdf
JPMorgan Econ FI-EM Asia Local Markets Compass Re-opening rally sizeable, b...[防断更微coc3678].pdf
JPMorgan Econ FI-EM Outlook and Strategy Reference Presentation China reope...- [防断更微coc3678].pdf
JPMorgan Econ FI-Emerging Markets Outlook and Strategy China reopening will. [防断更微coc3678].pdf
JPMorgan Econ FI-US CPI declines 0.1 in December, core up 0.3 [防断更微coc3678].pdf
JPMorgan Econ FI-US Empire State manufacturing survey drops in January -[防断更微coc3678].pdf
JPMorgan Econ FI-US Fixed Income Overview A winter fog sets in-[防断更微coc3678].pdf
JPMorgan Market Stra-Flows Liquidity How long until reserve scarcity[防断更微coc3678].pdf
JPMorgan-Asia Pacific Equity Derivatives Highlights Take advantage .[防断更微coc3678].pdf
Latin America Payment Technology_ Payments 4Q22 preview_ TPV growth should decelerate, with mixed earnings results (1)[防断更微coc3678].pdf
LXSG.DE-Morgan Stanley-LANXESS Harvesting the Cash; Upgrade to Overweight-[防断更微coc3678].pdf
Malaysia Market Strategy[防断更微coc3678].pdf
Microsoft[防断更微coc3678].pdf
Morgan Stanley Fixed-US Economics Constructing A Turning Point-[防断更微coc3678].pdf
Morgan Stanley-BioPharma A picture is worth a thousand words-[防断更微coc3678].pdf
Morgan Stanley-European Chemicals Outlook Past the Trough-[防断更微coc3678].pdf
Morgan Stanley-IT Hardware 4Q22 VAR Survey Entering The Later Innings Of ...[防断更微coc3678].pdf
Morgan Stanley-Saudi Aramco Base Oil Company Pure-Play, High-Margin Base O...[防断更微coc3678].pdf
Morgan Stanley-SentinelOne, Inc. Growing Pains Tougher Macro; Downgradin...[防断更微coc3678].pdf
Morgan Stanley-Software Valuation Views 012323 Game of Margins-[防断更微coc3678].pdf
Morgan Stanley-Telecom Services Communications Infrastructure 4Q22 Previ.[防断更微coc3678].pdf
Morgan Stanley-Yes Bank Stronger balance sheet but miss on profitability; .[防断更微coc3678].pdf
Netflix Inc.[防断更微coc3678].pdf
NFY.NS-Morgan Stanley-Infosys Limited Good execution; OW-[防断更微coc3678].pdf
Pan-European Capital Goods[防断更微coc3678].pdf
PANW.OQ-Morgan Stanley-Palo Alto Networks Inc An Exceptional Opportunity – 3 Reaso..[防断更微coc3678].pdf
Paper & Packaging[防断更微coc3678].pdf
Singapore Property Sector[防断更微coc3678].pdf
Specialty Finance[防断更微coc3678].pdf
Starbucks Corporation[防断更微coc3678].pdf
Summary Europe 20 January, 2023[防断更微coc3678].pdf
Swatch Group (UHR.S)_ China provides scope for volume acceleration; Remain Buy, PT to CHF360 (was CHF318)(1)[防断更微coc3678].pdf
Thai Refinery Sector[防断更微coc3678].pdf
Thailand Banks Sector[防断更微coc3678].pdf
This Week’s Most Read FinancialsReal Estate Reports[防断更微coc3678].pdf
U.S. Machinery Engineering[防断更微coc3678].pdf
U.S. Networks[防断更微coc3678].pdf
U.S. Retail Broker-Dealers[防断更微coc3678].pdf
UBIP.PA-Morgan Stanley-Ubisoft Entertainment SA Shifting Sands-[防断更微coc3678].pdf
UBS Economics-APAC Economic Perspectives _BI and BNM A Dovish Hike and a[防断更微coc3678].pdf
US Restaurants[防断更微coc3678].pdf
US Utilities Week Ahead[防断更微coc3678].pdf
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