❤️网盘万T资源库,连续7年运营,全站囊括21大品类,资源天花板就在这里,一次投入永久更新
❤️由于资源容量太大,本站仅支持部分资源搜索,部分精选区和书库仅供展示,请点到具体分类中再进行搜索
❤️VIP会员搭载专属目录,可实现全网搜索,无需登陆网盘,专享资源在线下载权益。
2025灵动四区
2025灵动三区
2025灵动二区
2025灵动一区
2025启航二区
2025启航一区
2025领袖商学院
2024领袖商学院
2024更新十区
2024更新九区
2024更新八区
2024更新七区
2024更新六区
2024更新五区
2024更新四区
2024更新三区
2024更新二区
2024更新一区
精选七区
精选六区
精选五区
精选四区
精选三区
精选二区
精选一区
书库四区
书库三区
书库二区
书库一区
稀缺二区
稀缺一区
精选素材
知识学院二区
知识学院一区
当前目录
全盘
查全部
文件夹
文件
主页
/
★【VIP】【外刊-日报-教材】
/
【VIP】【W刊-R报-J材】
/
研报
/
【VIP】起点财经研报2021-2022
/
2022(更新中)
/
2022年11月1周(分项压缩)
/
04_国际投行报告-176份
/
10 charts we are watching_ GOAL_ Looking for Peaks to Trough - Remain Tactically Defensive until Momentum Turns (PRESENTATION)(1).pdf
2022-10-06-AAPL.OQ-BofA Global Research-Apple Inc. Can App Store user trends presage inflections in...-98583050.pdf
2022-10-07-SCHN.PA-Credit Suisse-European Capital Goods Pre Q3 Pack - Q3 2022 Reporting Road...-98601333.pdf
2022-10-10-0700.HK-Morgan Stanley-Tencent Holdings Ltd. 3Q22 Preview Gradual Recovery-98666430.pdf
2022-10-20-AMZN.OQ-Credit Suisse-AMZN Margin Expansion Even as We Contemplate a GMV and AWS ...-98809219.pdf
2022-10-20-Morgan Stanley-Asia Technology China CIO Survey – Decelerating Spending Ex...-98817325.pdf
2022-10-24-AAL.OQ-Morgan Stanley-American Airlines Group Inc A High Bar But Solid Results No...-98860689.pdf
2022-10-24-FOUR.N-Morgan Stanley-Shift4 Payments Inc. FOUR 3Q22 Preview Solid Near-Term, St...-98860691.pdf
2022-10-24-Morgan Stanley Fixed-China Economics Correction Macro Webcast What to Expect b...-98856798.pdf
2022-10-24-Morgan Stanley Fixed-Economics, Macro Strategy and Equities Whos Worried about ...-98863550.pdf
2022-10-24-Morgan Stanley Fixed-Japan Economics and Strategy What Next After 150-98869284.pdf
2022-10-24-Morgan Stanley Fixed-Leveraged Finance Strategy When Are Discount Bonds Cheap-98867424.pdf
2022-10-24-Morgan Stanley Fixed-Morgan Stanley FX Positioning Tracker-98867793.pdf
2022-10-24-Morgan Stanley Fixed-Morgan Stanley Global Macro Forum Trouble in the UK-98865343.pdf
2022-10-24-Morgan Stanley-Autos Shared Mobility Global Auto Monitor Mean Reversion...-98867696.pdf
2022-10-24-Morgan Stanley-China Equity Strategy Correction 3Q22 Pre-announcements D...-98856246.pdf
2022-10-24-Morgan Stanley-China Property Database Tracker-98868094.pdf
2022-10-24-Morgan Stanley-China Quantitative Strategy Chinese ADRs – Short Interest a...-98868975.pdf
2022-10-24-Morgan Stanley-Investor Presentation TMT Webcast The Last Shoe to Drop – ...-98869288.pdf
2022-10-24-Morgan Stanley-Software Cybersecurity CQ3 Preview – Picking Our Spots More...-98863429.pdf
2022-10-24-SE.N-Morgan Stanley-Sea Ltd 3 Key Questions into 3Q22-98865345.pdf
2022-10-24-TSLA.OQ-Morgan Stanley-Tesla Inc Key Thoughts After 3Q and China Discounting Targ...-98868825.pdf
2022-10-25-Morgan Stanley Fixed-Global Macro Commentary October 25-98890928.pdf
2022-10-25-Morgan Stanley-Asia Primer S. Korea EV Batteries Materials Inflation Re...-98890171.pdf
2022-10-25-Morgan Stanley-Greater China Semiconductors PMIC TI is back in China mark...-98882524.pdf
2022-10-25-Morgan Stanley-Internet 7 Debates on Our Minds for 23-98870459.pdf
2022-10-25-Morgan Stanley-Retail, Off-Price Assessing the Off-Price ‘23e Margin Recap...-98873591.pdf
2022-10-25-Morgan Stanley-Sporting Goods Resetting estimates-98872629.pdf
2022-10-25-PRX.AS-Morgan Stanley-Prosus Naspers Uncertainty weighs ahead of December CMD-98876010.pdf
2022-10-25-PYPL.OQ-Morgan Stanley-PayPal Holdings, Inc. Venmo Roll-Out at Amazon an Important...-98884451.pdf
2022-10-26-DIS.N-Morgan Stanley-Walt Disney Co Wakanda Forever – Reiterate OW-98893658.pdf
2022-10-26-Morgan Stanley-China Autos Shared Mobility Stronger-than-expected 2022, ...-98919758.pdf
2022-10-26-Morgan Stanley-Greater China Technology Hardware ABF Substrates Weakening...-98919170.pdf
2022-10-26-Morgan Stanley-Software 3Q22 Vertical Software Preview Walking the Macro ...-98893660.pdf
2022-10-26-Morgan Stanley-Software Whats New in the New Stack Updating Our Sever ...-98893408.pdf
2022-10-26-MSFT.OQ-Morgan Stanley-Microsoft 1Q23 Results – Acute Cyclical Impacts to a Durabl...-98896915.pdf
2022-10-26-PUMG.DE-Morgan Stanley-Puma Q3 Off the callupdating estimates-98918510.pdf
2022-10-26-SPOT.N-Morgan Stanley-Spotify Technology SA Lavender Haze - Reiterate OW-98894656.pdf
2022-10-27-005930.KS-Morgan Stanley-Samsung Electronics 3Q22 Offense and Recovery-98938692.pdf
2022-10-27-2330.TW-Morgan Stanley-TSMC Further investor feedback on geopolitical risks cycl...-98943963.pdf
2022-10-27-2423.HK-Morgan Stanley-KE Holdings Inc Risk Reward Appears Favorable-98940403.pdf
2022-10-27-BIOX.PA-Morgan Stanley-BioMerieux SA Durable Earnings Growth Thesis Confirmed – Ov...-98922670.pdf
2022-10-27-CNK.N-Morgan Stanley-Cinemark Holdings, Inc. At the Edge of Tomorrow – Reiterate...-98923837.pdf
2022-10-27-COUR.N-Morgan Stanley-Coursera, Inc. 3Q22 Results Enterprise Consumer Leading ...-98923395.pdf
2022-10-27-CSGN.S-JPMorgan-Credit Suisse Group A ‘show me’ stock post complex restruc...-98945339.pdf
2022-10-27-MCD.N-Morgan Stanley-McDonalds Corporation 3Q22 Nothing to Scratch at For This...-98944274.pdf
2022-10-27-Morgan Stanley Fixed-Global Macro Commentary October 27-98945267.pdf
2022-10-27-Morgan Stanley Fixed-Municipal Strategy Spread Distributions Across Bull Bear ...-98939564.pdf
2022-10-27-Morgan Stanley-China Equity Strategy A-share Sentiment Rebounded on Tradin...-98944431.pdf
2022-10-27-Morgan Stanley-Investor Presentation - India Technology and Telecoms Key T...-98944038.pdf
2022-10-27-NOW.N-Morgan Stanley-ServiceNow Inc 3Q22 Results – The Platform Powers Through M...-98922527.pdf
2022-10-27-SHW.N-Morgan Stanley-Sherwin-Williams Co. Thoughts Post 3Q-98923855.pdf
2022-10-28-1179.HK-Morgan Stanley-Investor Presentation China Hotels Recent Updates-98960104.pdf
2022-10-28-AAPL.OQ-Morgan Stanley-Apple, Inc. Remain OW After A Solid Sept Q And Better Than ...-98948665.pdf
2022-10-28-ABBV.N-Morgan Stanley-Abbvie Inc. Earnings Déjà Vu, set up more favorable for 202...-98973296.pdf
2022-10-28-Morgan Stanley Fixed-Global Macro Strategist The Allhallowtide Is Turning-98973662.pdf
2022-10-28-Morgan Stanley Fixed-Global Macro Strategy Bullish Front-end Inflation Inflati...-98946158.pdf
2022-10-28-Morgan Stanley-China E-Commerce Our Thoughts on China e-Commerce-98962671.pdf
2022-10-28-Morgan Stanley-S. Korea Insurers Navigating Uncertainties-98960111.pdf
2022-10-28-Morgan Stanley-Travel Leisure Activity Tracker-98964118.pdf
2022-10-28-SCHW.N-Morgan Stanley-Charles Schwab Corp NIM Expansion Set to Continue Beyond Hi...-98960102.pdf
2022-10-28-SHOP.N-Morgan Stanley-Shopify Inc 3Q22 Results – Rewarding the Increased Focus on...-98949911.pdf
2022-10-30-002027.SZ-Morgan Stanley-Focus Media Information Technology Subpar Recovery; Move to...-98993666.pdf
2022-10-30-002475.SZ-Morgan Stanley-Luxshare Precision Industry Co., Ltd. Still Set for Profit ...-98992706.pdf
2022-10-30-3690.HK-Morgan Stanley-Meituan 3Q22 Preview Uneven Recovery Path Amid COVID-98992637.pdf
2022-10-30-IPI.N-Morgan Stanley-Chemicals Urea, Phosphate and Potash Lower; Soy Crush mostl...-98993598.pdf
2022-10-30-Morgan Stanley-Asia Quantitative Strategy Biweekly Perspectives Rising Fo...-98993146.pdf
2022-10-30-Morgan Stanley-Tech Bytes Memory – Misinterpreted Opportunity-98993289.pdf
2022-10-30-Morgan Stanley-The Fintech Radar Results season kick-off payments in the ...-98992676.pdf
2022-10-30-Morgan Stanley-Three in Three Three Actionable Ideas-98993290.pdf
Advanced Micro Devices Inc. (AMD)_ Mixed outlook but multiple idiosyncratic drivers ahead in 2023; 3Q22 EPS recap(1).pdf
Aier Eye Hospital (300015.SZ)_ Investor day takeaways_ Covid control remains the biggest challenge, updates from Nanjing and ...(1).pdf
Amazon.com Inc. (AMZN)_ Q3'22 Review_ Growth Begins To Slow Before The Margin Narrative Is Repaired(1).pdf
Americas Aerospace & Defense_ Aerospace in Pictures_ October 2022(1).pdf
Americas Building - Homebuilders_ A Heat Map For Housing_ Path for Demand Remains Lower Following Tepid Activity in October(1).pdf
Asia Credit Trader_ Korea Stresses Picked Up, But Not Systemic(1).pdf
AsiaInfo (1675.HK)_ Telecom IT leader expanding its Cloud services; initiate at Buy(1).pdf
Australia Technology_ IT Services_ Balancing structural growth against cyclical risks - initiate on DTL (Buy), DDR (Neutral),...(1).pdf
Barclays_Global_Portfolio_Managers_Digest_Looking_for_a_Sign.pdf
BOA_The Flow Show Recession = Long Bonds, Short Stocks_20221027.pdf
Boeing Co. (BA)_ Investor day 2022_ an energized team, with a detailed plan back to strong recurring free cash flow (1).pdf
bofa-us rates.pdf
Brazil Financial Services_ 3Q22 Preview_ Better margins at NU; lower NIM at INTR(1).pdf
BTG Hotels Group (600258.SS)_ 3Q22 results broadly in line - RevPar still tracks behind peers; hotel adds offset by more hote...(1).pdf
Budweiser APAC (1876.HK)_ 3Q22 Earnings review_ Strong Korea and India Outlook. More Agile Strategy in China on Covid; Buy.pdf
Carbonomics_ Affordability, Security and Innovation (1).pdf
China Building - Products_ Order_GPM momentum building; production to catch up; Buy Honglu & Jinggong(1).pdf
China Cosmetics_ Earnings review_ Notable share gains from local leaders; remain Buy on Proya_Botanee_Bloomage(1).pdf
China Economic Activity and Policy Tracker_ October 28(1).pdf
China Frozen Foods_ Sector initiation feedback_ Short term earnings risk and valuation debate(1).pdf
China Industrial Tech_ 3Q22 Robot_Automation Landscape Analyzer_ How are market shares shifting_(1).pdf
China Industrial Tech_ Upgrade Sanhua_LeaderDrive to Buy on attractive entry points(1).pdf
China Internet_ eCommerce expert takeaways_ Mapping the grocery expansion, with Pinduoduo leading in Community Group Purchase(1).pdf
China Real Estate_ Week 43 Wrap - Property sales continued to hike wow in both primary and secondary markets(1).pdf
China Spirits Tracker_ Resilient 3Q results; weaker wholesale prices in low season; channel inventory and retail demand still...(1).pdf
China Spirits_ 3Q22 Results First Take_ Gujing, Swellfun, King's Luck in Line with Preliminary; Jiugui Sales Miss; Regional P....pdf
China Sportswear_ Factoring in a slower rebound into 2023 with lower exit multiples; Top pick Li Ning (Buy, CL)(1).pdf
China Tourism Group Duty Free (601888.SS)_ Cautiously optimistic about its business outlook. Domestic reopening beneficiary(1).pdf
China Transportation_ Airlines_ 3Q22 results wrap-up_ scheduled int'l flights for Q4 is 5% vs 2019; decreasing book value boo...(1).pdf
China Transportation_ Airports_ 3Q22 wrap-up_ GBIA outperformed due to less Covid impact; SIAC's acquisition of Hongqiao may ...(1).pdf
Commodity Views_ The Old Economy takes its revenge(1).pdf
Datadog Inc. (DDOG)_ Better than feared usage trends and strong new logo acquisition - 3Q22 Results(1).pdf
Deutsche Bank-China Internet Thoughts on recent market volatility-98961260.pdf
Dynatrace Inc. (DT)_ Defensive play to navigate a downturn with FY23 guide de-risked and stable cash flows - F2Q23 Results(1).pdf
Empyrean (301269.SZ)_ A leading EDA play with product expansion; growing demand amidst a challenging environment; initiate at...(1).pdf
Energy, Utilities & Mining Pulse_ Investors Asking_ What Surprised During Week 2 of Earnings_(1).pdf
European Economics Analyst_ BoE Preview—Stepping Up, but Not Too Far (Stehn_Quadri_Schnittker)(1).pdf
G10 Consumer Dashboard_ November 2022_ Slowing Canada, Resilient US (1).pdf
Gartner Inc. (IT)_ Attractive Research CV growth accompanied by Conferences and EBITDA margin upside; Reiterate Buy(1).pdf
GC Semis_ Product expansion amid downturn; Initiate on Bomin at Buy, Cellwise at Sell, KFMI_Everbright at Neutral.pdf
Global Automation_ The investment case for humanoid robots(1).pdf
Global Economics Analyst_ G10 Hiking and Cutting Cycles_ Lessons from History (Bhushan)(1).pdf
Global Macro Thoughts-Too much, too soon.pdf
Global Markets Comment_ Market Stress Monitor — November Edition(1).pdf
Global Rates Trader_ Closing in(1).pdf
GOAL Kickstart_ Stepdown expectations drive short-end rates vol reset(1).pdf
Gree Electric Appliances Inc. (000651.SZ)_ 3Q22 Earnings review_ Faster revenue growth with largely in-line profits; Buy.pdf
GS SUSTAIN_ ESG Tracker_ The big picture on ESG flows and why we're still optimistic looking ahead(1).pdf
Haier Smart Home Co. (600690.SS)_ 3Q22 Earnings Review_ share gain and premiumization to continue, but increasing focus on ma...(1).pdf
Healthcare Pulse_ Marching To The Beat ..._ Investor sentiment; market color; sector themes; charts to watch(1).pdf
Hirain (688326.SS)_ Auto software play shifting up the value chain; Initiate at Buy(1).pdf
Hundsun (600570.SS)_ Digital enabler for China's financial industry; initiate at Buy(1).pdf
ISoftStone (301236.SZ)_ Leading domestic IT services provider, transforming services to software products and consulting; ini...(1).pdf
JinkoSolar Holding (JKS)_ 3Q22 better than expected with strong growth expectations in China in focus; Sell(1).pdf
JPM FX - Derivatives Chartpack Notes USDCAD call spreads ...-98941802.pdf
JPM-china 3.0.pdf
JPMorgan Econ FI-Global Data Watch Are we there yet-98973716.pdf
JPMorgan Econ FI-Short-Term Market Outlook And Strategy Its not what you t...-98973719.pdf
JPMorgan Econ FI-United States -98973037.pdf
JPMorgan Econ FI-US Fixed Income Overview Trick or treat-98986072.pdf
Kehua Data Co. (002335.SZ)_ Earnings Review_ 3Q22 beat on new energy segment; ESS tender +657% in Jan-Oct 2022 vs. full-year ...(1).pdf
LG Chem (051910.KS)_ Earnings Review_ Petchem miss, but battery materials beat again; Buy (on CL)(1).pdf
Macquarie Group (MQG.AX)_ 1H23 result_ Solid result but unlikely to drive consensus upgrades; Neutral(1).pdf
MakeMyTrip Ltd. (MMYT)_ Earnings Review_ In line results_ Strong growth and profit outlook; Buy(1).pdf
Meituan (3690.HK)_ Factoring in slower recovery from Covid; addressing investor concerns on competition; long-term leadership...(1).pdf
Midea Group (000333.SZ)_ 3Q22 Earnings Review_ 2B expansion further leads growth, mgmt aiming for more balanced revenue growt...(1).pdf
Midea Group (000333.SZ)_ 3Q22 First Take_ In-line revenue and profits with 2B led domestic recovery, core EBIT beat on effici....pdf
Morgan Stanley Fixed-Chile Chiles Powerful Energy Transition-98890539.pdf
Morgan Stanley Fixed-EM Strategy EM Technical Watch Still Not Adding Risk-98918992.pdf
Morgan Stanley Fixed-Global Macro Commentary October 26-98919761.pdf
Morgan Stanley Fixed-Global Macro Strategist The Allhallowtide Is Turning-98973662.pdf
Morgan Stanley Fixed-Global Macro Strategy Bullish Front-end Inflation Inflati...-98946158.pdf
Morgan Stanley Fixed-Global Macro Strategy Positions and Flows Report-98884982.pdf
Morgan Stanley-China E-Commerce Our Thoughts on China e-Commerce-98962671.pdf
Oil_ Crude differentials already being impacted by Russian sanctions (1).pdf
Onewo Inc. (2602.HK)_ A density-focused strategy; initiate at Buy(1).pdf
Research Bulletin-.pdf
S&P 500 Beige Book_ 3 themes from 3Q 2022 conference calls_ Labor demand, price increases, and Dollar strength(1).pdf
Shanghai Jinjiang Int'l Hotels (600754.SS)_ 3Q22 results broadly in line - RevPar recovery ahead of BTG but behind H World. H...(1).pdf
Shanghai M&G (603899.SS)_ Earnings review_ revenue meat and profit miss; sequential improving demand; Buy(1).pdf
Shiji (002153.SZ)_ Prolonged COVID pandemic stalls hospitality IT TAM growth and overseas expansion; initiate at Sell(1).pdf
SoFi Technologies Inc. (SOFI)_ 3Q22 review_ Beat & raise on Lending strength(1).pdf
South Korea Consumer Products_ Earnings Review_ China headwinds still linger and too early to call for concrete recovery (1).pdf
South Korea Technology_ Semiconductors - Memory_ October 2022 GS DRAM sentiment indicator points to a moderately negative dir...(1).pdf
The EM Trader_ US cycle extension and EM FX(1).pdf
The steel market barometer_ October 2022 [presentation](1).pdf
Uber Technologies Inc. (UBER)_ Q3 '22 Earnings Review_ Continued Momentum in Profitability Ramp; Diversified Product Mix Prod...(1).pdf
UBS Economics-Global Economic Forecast Database _UBS forecasts - changes t...-98899824.pdf
UBS Economics-Latin American Economic Perspectives _Mexico H1’Oct Inflatio...-98867531.pdf
UBS Economics-Macro Keys – Economics _Latin America Gauging External Vuln...-98922346.pdf
UBS Economics-US Economic Perspectives _FOMC鈥塒review debating the path_ P...-98918667.pdf
UBS Equities-Global Strategy _Flat implied volatility 鈥墆ield curve tie u...-98870249.pdf
UBS Equities-Global Strategy _US鈥塀ig Data鈥塵omentum stability in fading g...-98928101.pdf
UBS Equities-Global Strategy _When will the primary market reopen and wha..pdf
UBS Equities-REIT all about it _Issue 1049 - In this weeks _REIT all abo...pdf
UBS Fixed Income-US Rates Strategy _Are Fed pivot odds fueling 30y breakevens...-98879823.pdf
US Credit Alpha-On Edge.pdf
US Economics -Broader Evidence for the fed.pdf
US Economics Analyst_ Supply Chains and Inflation_ Short-Term Gains, Long-Term Pains_ (Walker)(1).pdf
US-Economics-personal income.pdf
Waste Connections Inc. (WCN)_ Secular growth story accelerating despite OCC headwinds; Buy(1).pdf
Xiaomi Corp. (1810.HK)_ 3Q22 Preview_ Core profit recovery to kick off despite slower sales recovery amidst macro uncertainty...(1).pdf
Yageo Corp. (2327.TW)_ Further footprint into high-end component market suggests better revenue_profitability stability; Buy ...(1).pdf
YOFC (6869.HK)_ 3Q revenue and profit in line on robust fiber cable demand and pricing (1).pdf
Yum China Holdings (YUMC)_ Earnings review_ From strength to strength; Buy(1).pdf
海外策略:复盘美国历次衰退的历史经验.pdf
Copyright © All rights reserved.
信息加载中,请等待...