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2025-05-05-GS-Global GS Economic Indicators Update Global Financial Conditions Index Returns to Pre-April 2nd Level.pdf
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2025-05-05-GS-Global Markets Comment Market Stress Monitor — 28 April 2025.pdf
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2025-05-05-GS-Tesla Inc. (TSLA)Mixed results and commentary; new product launches, tariffsmargins, and FSDrobotaxis likely to be key debates.pdf
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2025-05-05-MS-China Equity Strategy Asia Pacific Data NOW China Five-factor Consumer Activity Z-Score vs. MSCI China.pdf
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2025-05-05-MS-From the Global Director of Research North America Charts That Caught My Eye.pdf
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2025-05-05-MS-G10 FX Strategy Global Our Latest Views.pdf
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2025-05-05-MS-G10 FX Strategy Japan JPY Focusing on International Investment.pdf
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2025-05-05-MS-Great Wall Motor Company Limited Asia Pacific Research Tactical Idea.pdf
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2025-05-05-MS-Greater China Technology Hardware Asia Pacific Implications from Google capex guidance for AP tech hardware stocks.pdf
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2025-05-05-MS-Greater China Technology Hardware Asia Pacific Implications from Intel Call and IDC 1Q PC Shipment Data.pdf
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2025-05-05-MS-Media & Entertainment, Telecom & Cable Services, and Communications Infrastructure North America Selected Trading Multiples.pdf
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2025-05-05-MS-Municipal Strategy North America A Few Thoughts on Tax Exemption Regulation for 501c3 Bonds.pdf
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2025-05-05-MS-Oil Data Digest Europe Weekly Oil Stock Summary.pdf
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2025-05-05-MS-Sound Bites Asia Pacific Zhejiang Hisun Pharmaceutical Co. Ltd. 1Q25 Business Fundamentals Are Improving.pdf
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2025-05-05-MS-STO Express Co Ltd Asia Pacific 1Q25 Results Call Takeaways.pdf
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2025-05-05-MS-Westinghouse Air Brake Technologies Corp North America_1Q25 Beat & Raise.pdf
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2025-05-05-MS-WH Group Asia Pacific Risk Reward Update.pdf
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2025-05-05-MS-YUNDA Holding Co Ltd Asia Pacific 1Q25 Competition Weighing on Profits.pdf
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2025-05-06-GS-Allison Transmission Holdings (ALSN)Benign tariff impact pre Section 232, strong core margins despite lower Parts sales.pdf
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2025-05-06-GS-Americas Business & Information Services What_s Powering Your Services Recap - 5525.pdf
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2025-05-06-GS-Americas Capital Markets 1Q25 EPS Wrap-up APO, TROW, CBOE, BEN, and WT.pdf
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2025-05-06-GS-Americas Construction Building Products Non-Residential Construction Macro Uncertainty and Tariffs Weigh on Key Industry Data Points.pdf
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2025-05-06-GS-Americas Healthcare Biotechnology 1Q25 Model updates ARVN and KNSA.pdf
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2025-05-06-GS-Asia in Focus ASEAN Narrowing the Trade Gap.pdf
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2025-05-06-GS-Asia-Pacific Weekly Kickstart MXAPJ rallied 4pct, led by Info Tech, amid stronger foreign inflows and Asian FX,bringing the index above its April peak after 3 consecutive weeks of gains.pdf
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2025-05-06-GS-Australia Federal Election Labor Government Re-Elected for Second Term.pdf
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2025-05-06-GS-China semis AI Smart driving to outgrow Smartphone Mature nodes; Downgrading Hwatsing and Maxscend to Neutral.pdf
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2025-05-06-GS-China Semis Lithography expert call; local SPEs technology in development; talents, supply chain, experience are required elements.pdf
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2025-05-06-GS-Europe Weekly Kickstart 1Q-25 Earnings Tracker beats go on, while waiting for further downgrades.pdf
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2025-05-06-GS-GeneDx Holdings (WGS) 1Q25 Recap - Slower start to the year vs expectations puts focus on back half volume growth acceleration.pdf
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2025-05-06-GS-Global Economics Wrap-Up May 2, 2025.pdf
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2025-05-06-GS-Global Rates Trader Deterioration Deferred.pdf
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2025-05-06-GS-GS TWIG Notes This Week in Global Research - May 2, 2025.pdf
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2025-05-06-GS-Hong Kong Real GDP growth accelerated significantly in Q1.pdf
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2025-05-06-GS-India Manufacturing PMI increased to a 10-month high, bucking the trend in the rest of the region.pdf
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2025-05-06-GS-Indonesia Real GDP Growth Edges Down in Q1.pdf
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2025-05-06-GS-Japan Focus of the Week March Wage.pdf
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2025-05-06-GS-Kinsus (3189.TW) Maintain high market share in gaming GPU, new plant UTR to improve sequentially; re-iterate Sell on relative basis.pdf
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2025-05-06-GS-Longping High-Tech (000998.SZ)Earnings Review 2024A above expectation; domestic operation remain resilient to offset Brazil loss; Maintain Buy.pdf
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2025-05-06-GS-Magna International Inc. (MGA) 1Q25 First Take.pdf
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2025-05-06-GS-Metals Comment Steel & Aluminium Tariffs Lift US Prices, But Near-Term Downside Ahead.pdf
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2025-05-06-GS-Mettler-Toledo International Inc. (MTD) 1Q25 Recap - Tariff headwinds & broader Industrial weakness factored into guide, but manageable.pdf
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2025-05-06-GS-MGM China (2282.HK)1Q25 results above on higher VIP hold and opex control. Resilient gaming demand in Apr; Neutral.pdf
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2025-05-06-GS-Mineralys Therapeutics Inc. (MLYS) Key Takeaways from Our Expert Webinar - High Preference of Lorundrostat Over Spiro.pdf
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2025-05-06-GS-Mortgage Trader Through a fair value lens MBS basis remains above near-term and longer-term fair value.pdf
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2025-05-06-GS-Oil Comment Expecting a 0.4mbd Increase in June OPEC+ Supply; Downside Risks to Prices.pdf
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2025-05-06-MS-China Musings Asia Pacific How Beijing_s Stimulus May Cushion Tariff Shock.pdf
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2025-05-06-MS-Commodity Matters Europe Copper Tight For Now But Risks Building.pdf
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2025-05-06-MS-Global Macro Commentary Global May 2.pdf
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2025-05-06-MS-HK Exchanges & Clearing Asia Pacific Beat on already high expectation in 1Q25.pdf
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2025-05-06-MS-Mondelez International Inc North America Reiterate OW Raising Estimates Post 1Q Upside With Improved EPS Visibility.pdf
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2025-05-06-MS-Shift4 Payments Inc North America.Encouraged By Reassuring Trends and Achievable Targets.pdf
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2025-05-06-MS-Smithfield Foods Inc North America. 1Q Follow Up Strong 1Q Profit Upside with Unchanged FY Guidance Prudent; Reiterate OW.pdf
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2025-05-06-MS-Software North America 1Q25 Vertical Software Preview Favor 'Best Athlete' Toast.pdf
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2025-05-06-MS-Spotify Technology SA North America Laying Down the Tracks for Growth - Reiterate OW.pdf
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2025-05-06-MS-Starbucks Corp. North America F2Q25 A Waiting Game.pdf
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2025-05-06-MS-Stride Inc North America F3Q25 Enrollment Momentum Continues.pdf
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2025-05-06-MS-Sysco Corp North America F3Q25 Guide-Down and Slower Sales Leave Key Questions Outstanding; Remain EW.pdf
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2025-05-06-MS-Tenable Holdings Inc North America 1Q25 Results Lowered Top-Line Outlook with Greater US PubSec Conservatism.pdf
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2025-05-06-MS-Tenet Healthcare Corporation North America Operational performance shines; Reiterate Overweight.pdf
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2025-05-06-MS-Testing & Inspection The Supercycle.pdf
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2025-05-06-MS-The Glc Weekly Taking Stock.pdf
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2025Q1固收产品盘点与展望—“固收%2B”产品回暖，重视多资产配置.pdf
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2025年5月债券策略聚焦20250505—数据验证期兼政策窗口期？.pdf
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长江证券-机械行业2024&2025Q1综述-250505 (1).pdf
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长江证券-机械行业2024&2025Q1综述-250505.pdf
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长江证券-杰克股份(603337)工业缝纫机龙头，智能化、自动化探索引领行业发展-250507.pdf
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东方财富证券-陕西能源(001286)深度研究：处三秦之地资源优渥，乘陕电外送资产升级-250430.pdf
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光大证券-港股互联网行业策略报告：全球变局下的复盘与审视，哪些方向值得坚守？-250506.pdf
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国海证券-机械设备行业灵巧手专题系列报告2：传感器，从第一性原理出发，灵巧手如何获得多模态“感觉”-250506.pdf
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国金证券-安图生物(603658)发光业务进入新一轮周期，流水线+分子诊断+微生物质谱打造多增长极-250507.pdf
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国金证券-传媒互联网产业行业研究：又是一个假期，情绪和财报交织下的交易-250505.pdf
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国金证券-横店东磁(002056)磁材+新能源双轮驱动，差异化战略保障光伏盈利领先-250506.pdf
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国盛证券-立讯精密(002475)夯实消费电子基本盘，通讯+汽车双翼齐飞-250507.pdf
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宏观专题报告—关税分担博弈会如何在行业层面演绎？.pdf
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华创证券-食品饮料行业2024年报&2025年一季报总结：白酒渐筑底，大众迎右侧-250506.pdf
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华泰证券-电力设备与新能源行业Q1总结：需求向好，业绩出现修复-250506.pdf
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华泰证券-峰岹科技(688279)｜BLDC“驱控+传感”双核驱动-250507.pdf
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华泰证券-计算机行业：DeepSeek+GRM带来新的推理Scaling路径-250506.pdf
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华泰证券-银行业专题研究：业绩略有波动，区域行韧性强-250507.pdf
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理想汽车（LI.OQ，02015.HK）深度跟踪报告—纯电发布在即，VLA和星环OS助力AI属性增加.pdf
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民生证券-新大陆(000997)公司动态报告：打造AI与跨境支付的“新大陆”-250506 (1).pdf
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申万宏源-白酒行业板块2024年报&25Q1季报总结：需求承压，增速放缓，分化加剧-250506.pdf
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申万宏源-食品饮料行业大众食品2024年报及25Q1季报总结：传统领域头部集中，新兴品类有亮点-250507.pdf
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天风证券-全球AI行业周报：从海外科技大厂财报看全球AI投资机会-250507.pdf
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通信行业专题—国内云巨头AI全面加速，国产算力深度受益（PPT）.pdf
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同仁堂科技（01666.HK）投资价值分析报告—传承中发展，深化营销改革提质增效.pdf
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永辉超市（601933.SH）深度跟踪报告—人货场全面重构，新永辉破浪领航.pdf
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中信5月金股组合.pdf
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中信证券亮马组合202505—自下而上，发掘确定性机会.pdf
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