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2024年五一档前瞻专题报告：24年影视大盘仍在修复，关注五一档表现.pdf
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AI应用专题之四：秘塔AI搜索：有望重塑用户搜索体验.pdf
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Americas Clean Technology_ Solar_ 1Q24 residential solar update call with Ohm Analytics.pdf
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Americas Retail_ Takeaways from virtual meeting with Genesco management.pdf
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Americas Technology_ Semiconductors_ Read-Across from Google Cloud Next '24 Keynote.pdf
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Americas Technology_ Software_ Gen. AI Part V_ Private Software and Internet Conference takeaways .pdf
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Americas Utilities_ Initiate coverage on six utilities_ Grid reliability exposure on sale; Buy PCG, FE, ES; Sell AEE; Neutral....pdf
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Baidu.com Inc. (BIDU)_ 1Q24 preview_ Cautious on ads amid uneven macro recovery, focus on AI incremental contribution; Buy(1).pdf
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China Education_ Mar-24 Tracker_ Robust MAU growth and faster license grants in non-academic tutoring, yet softer hardware GMV.pdf
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China for Global Investors_ China’s big manufacturing bet [PRESENTATION].pdf
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European Daily_ ECB Recap—June Start, Four Cuts This Year (Stehn_Stott).pdf
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GE Aerospace (GE)_ High market shares, aftermarket inputs, and wall of LEAP can drive further upside; assume coverage at Buy.pdf
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Global Markets Daily_ A Temperature Check on Fed QT and Funding Liquidity (Zu_Pereira).pdf
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Global Markets Daily_ The Dollar and Rates — The Real Deal Revisited (Rosenberg).pdf
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HSBC (0005.HK_HSBA.L)_ 1Q24 preview.pdf
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India_ Healthcare_ Custom Research and Manufacturing Services (CRO_CDMO)_ Synthesis of 3Cs to catalyze growth; Buy SYNN_NEUL.pdf
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Japan Consumer Products_ Initiate on 7 HPC names_ Focus on regional footprint, product appeal, margins; three Buys, two Sells.pdf
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Japan Technology_ Hardware - Industrial Electronics_ MSFT Japan data center investment_ Opportunities for sector firms; highl....pdf
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L'Oreal (OREP.PA)_ Expect moderate Q1 sales growth with a slowdown in Derma and Consumer in the US but improving trends in China.pdf
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Navigating China Internet_ 4 key themes_investor focuses; lifting internet verticals; fightback of the incumbents in eCommerce.pdf
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Netflix Inc. (NFLX)_ Q1 '24 Earnings Preview.pdf
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Top 25 Tactical Trades for Earnings Season.pdf
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US Daily_ March CPI Preview (Abecasis_Hill).pdf
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US Macroscope_ Broadening confidence in the growth outlook strengthens the case for high operating leverage stocks.pdf
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USA_ Auto Services Drive Third Straight Core CPI Beat; Pushing Back First Cut to July(3).pdf
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USA_ Core Producer Prices in Line with Consensus Expectations; Lowering Our March Core PCE Estimate to 28bp; Initial Claims D....pdf
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USA_ FOMC Minutes Suggest Tapering Will Start “Fairly Soon,” Note Strength in Recent Inflation Data(3).pdf
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Wesfarmers Ltd. (WES.AX)_ Strategy Day Preview_ Digital, Retail Media and Health Key Corporate Opportunities; TP to A$68.80_sh.pdf
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北方华创：1Q24预告超出市场预期，看好公司20242025高增长.pdf
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传媒互联网：互联网周思考：腾讯维持高质量增长，阿里巴巴GMV超预期但投入加大.pdf
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传媒互联网：线上平台月报：大盘时长增速回升，游戏板块活跃.pdf
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大摩-英伟达目标价1000美元（英文）.pdf
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大宗商品的价格信号.pdf
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东南亚研究：东南亚3月月报：宏观，互联网，消费.pdf
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港股市场一周回顾 (1).pdf
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港股市场一周回顾.pdf
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华安张江产业园REIT：出租率料重返改善通道，关注核心资产配置价值.pdf
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华创医药投资观点、研究专题周周谈第72期：全球一次性手套产业图谱.pdf
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简评：社融增速下行，“资产荒”继续推动债券利率走低——3月金融数据点评.pdf
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简评：外需改善或有限、内需待提振背景下债券牛市格局或延续——3月贸易数据分析.pdf
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金融：新“国九条”发布：强监管、防风险、促发展.pdf
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金融：信贷科技23年回顾：聚焦稳健高质量增长.pdf
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科技硬件：全球观察-Marvell：计算、通信齐发力，公司上调AI收入预期.pdf
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科技硬件：智算未来系列六：AI产业加速，驱动1.6T光模块需求高景气.pdf
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量化策略周报（385）：耐心等待市场企稳.pdf
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设备更新落实多领域，全球大宗商品起舞.pdf
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天工AI搜索：国内第一款AI搜索产品的强势迭代.pdf
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详解产能过剩：历史对话现实.pdf
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新“国九条”：整肃乱象，重塑价值.pdf
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新“国九条”的1+N政策体系.pdf
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新“国九条”点评：建立健全监管制度、培育引入长期资金、促进金融服务实体.pdf
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新“国九条”加大推动资本市场高质量发展.pdf
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行业配置月报24年4月：供给侧行业轮动框架 (1).pdf
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行业配置月报24年4月：供给侧行业轮动框架.pdf
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英伟达(NVIDIA)：GPU龙头技术与生态并举，领跑AIGC大时代.pdf
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中国宏观热点速评：利率下行与“抢跑”3月金融数据点评.pdf
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中国银发经济的政策、现状与趋势展望.pdf
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中国制造业产业链转移观察（上）：直接投资嬗变下的产业迁移线索.pdf
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主题策略：新宏观策略研究（一）：大分化时代的资产配置 (1).pdf
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资产证券化分析周报：ABS一季度总结：小微资产活跃，需求端关注度提升.pdf
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