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2023-12-10-MU.OQ-UBS Equities-Micron Technology Inc _FQ124 (Nov) Earnings Preview_ (Buy) ...-105403503.pdf
2024-01-03-AMD.OQ-Wells Fargo Securiti-2024 Semi Outlook Sustaining Expanding AI Momentum + Trad...-105710022.pdf
2024-02-16-VRT.N-Wolfe Research-VRT 4Q23 Earnings 2024 Outlook Preview-106556471.pdf
20240306_MS_MBLY_2024 TMT Conference.pdf
AI supply chain.pdf
Americas Energy_ Oil & Gas - E&P_ Mid Cap Oil Update_ Buy MGY, Sell APA; Raising Price Targets for OVV and MRO(1).pdf
Americas Healthcare_ Biotechnology_ NVDA lays out its vision for AI in healthcare(1).pdf
Americas Internet Retail_ Takeaways from Shoptalk 2024 Across eCommerce, Digital Advertising and Retail(1)(1).pdf
Americas Medical Technology_ Life Science Tools & Diagnostics_ Obesity_ Sizing the GLP-1 Manufacturing Opportunity(1).pdf
Americas Real Estate_ REITs_ Expect industrial absorption to improve marginally in '24 (from '23), but off to a slow leasing ...(1).pdf
Americas Real Estate_ REITs_ US Multifamily Mosaic — March 2024(1).pdf
Americas Retail_ Supermarkets_ March grocery pricing survey shows relatively stable prices; price gaps widen.pdf
Americas Technology_ Security_ Building on our investment framework to account for disruption risk in Security (1).pdf
Anta Sports Products (2020.HK)_ Earnings review_ Solid 2024 outlook backed by multi-brands serving different consumer cohorts...(1).pdf
ARM.pdf
ARWEAVE20240304002813222 (1).pdf
Asia in Focus_ General Elections in Korea—Implications for the Value-Up Program(1).pdf
Asia-Pacific Portfolio Strategy_ Solid 2Q outlook driven by rates, elections, earnings, and policy(1)(1).pdf
Asia-Pacific Portfolio Strategy_ Solid 2Q outlook driven by rates, elections, earnings, and policy(1).pdf
Asia-Pacific Weekly Kickstart_ MXAPJ closed slightly higher, as weakness in HK_China markets offset continued strength in Kor...(1).pdf
Barclays_Global_Macro_Thoughts_When_doves_fly.pdf
Barclays_Global_Portfolio_Manager_s_Digest_Heating_Up.pdf
Barclays_US_Credit_Alpha_Wait_and_see_for_the_Fed_but_not_for_credit.pdf
BOA-The Flow Show_ 交易 ISM 拐点.pdf
BofA-The Flow Show-Around the World in Eight Maps -240322.pdf
BofA_Asia Fund Manager Survey Rational optimism-240319.pdf
BofA_Global Fund Manager Survey Bulls go Global-240319.pdf
BYD Co. (002594.SZ)_ 4Q23 First Take_ Profit in-line, focus on 2024E volume_unit profit guidance; Buy(1).pdf
CALB Co. (3931.HK)_ FY23 results miss due to impairment; slowing CAPEX reflects less aggressive expansion stance, maintain Ne...(1).pdf
China Basic Materials Monitor_ March 2024_ weak starts (1).pdf
China Basic Materials_ China commodity trip_ A not yet bottomed construction sector; potentially more robust green demand (1).pdf
China Mobile (HK) (0941.HK)_ Payout ratio 75 in 2024; 4Q recap(1).pdf
China New Energy Vehicle Weekly Chartbook_ 2024 Week 11 – NEV_ICE dealer discount narrowed; BYD market share +2.2pp wow, Denz...(1).pdf
China Property Weekly Wrap_ Week 12 Wrap - Property sales continued to rise wow in both primary and secondary; expect increme...(1).pdf
China_ Three things in China(1)(1).pdf
Commodity Insights_ Tracking Tightness; Still Selectively Constructive (1).pdf
Commodity Views_ Cyclical Risks Fading, But Stay Selective(1).pdf
Deutsche Bank-Metals Mining Copper mine supply vs demand signals. Yunna...-107202435.pdf
Deutsche Bank-UK economic notes February cooling continues-107139064.pdf
EQT to acquire Equitrans Midstream(1).pdf
Euro Area March Inflation Preview (1).pdf
European Chemicals_ A disparate recovery; resuming coverage (1).pdf
European Chemicals_ Supply Side Screening tool for Competitive Positioning(1).pdf
European Daily_ What Do Selling Price Surveys Imply For Disinflation_ (Schnittker)(1).pdf
European Economics Analyst_ German Industry — Analysing the Stuttering Growth Engine (Schnittker) (1).pdf
Fed Chatterbox_ March Edition(1).pdf
Global Economics Analyst_ When Will Market Sensitivity to Data Surprises Return to Normal_ (Briggs_Pierdomenico)(1).pdf
Global FX Trader_ This is the Way the NIRP Ends(1).pdf
Global Healthcare_ Key Takeaways from our 7th Annual Healthcare Innovation Clinic(1).pdf
Global Markets Daily_ The Risk to the Long Risk View (Chang)(1).pdf
Global Markets Daily_ What Can We Learn From Canada’s QT Experience_ (Zu)(1).pdf
Global Metals & Mining_ Copper Leaching Breakthrough Technologies(1).pdf
Global Rates Insights_ A Framework for Longer-Maturity Forward Yields(1).pdf
Global Rates Trader_ Front-ends find a foothold(1).pdf
Global Steel_ The steel market barometer_ February 2024(1).pdf
Global Strategy Paper_ The Concentration Conundrum; What to do about market dominance (1).pdf
Global Technology_ Semiconductors - Memory_ Stronger AI demand to lead to HBM TAM of US$23bn by 2026; our view on HBM competi...(1).pdf
Global Tech_ Server TAM updates_ Servers up by 8% YoY in 2024E; AI and increasing computing infra capex to fuel growth(1).pdf
Global_ GS Economic Indicators Update_ Financial Conditions Eased on Equities and Long Rates Across Major DMs(1).pdf
GOAL Kickstart_ As good as gold - rates reset boosts selective safe assets (1).pdf
GOAL Kickstart_ Rates volatility reset to 2-year lows following a dovish week(1).pdf
GoldmanSachs_SuperMicroComputerInc(SMCI)AIwinneratpremiumvaluationinitiateNeutral_Mar_04_2024 (2) (1).pdf
Hudson Pacific Properties Inc. (HPP)_ Management meeting takeaways(1).pdf
J&T Global Express Ltd. (1519.HK)_ 2H23 First Take_ Revenue in-line yet profit miss; China EBITDA positive for the first time...(1).pdf
Japan Banks_ March BOJ MPM_ End of NIRP marks a shift in monetary policy framework, regime shift a tailwind for banks.pdf
Japan Portfolio Strategy_ From the Dream to the Delivery_ 2Q corporate governance playbook(1).pdf
Japan Technology_ Semiconductor Capital Equipment_ Earnings wrap_meeting takeaways_ Focus still on HBM, DRAM, China trends(1).pdf
JPMorgan Econ FI-China A strong start in Jan-Feb activity Revising up curren...-107105822.pdf
JPMorgan Econ FI-Global Data Watch Normal is as normal does-107171660.pdf
JPMorgan Econ FI-Interest Rate Derivatives The Fed, walking a tightrope, find...-107172523.pdf
JPMorgan Econ FI-Short-Term Market Outlook And Strategy In like a lion, out l...-107172448.pdf
JPMorgan Econ FI-United States-107170364.pdf
JPMorgan Econ FI-US Fixed Income Overview We’ll get there fast and then we’ll...-107172510.pdf
JPMorgan-Asia Pacific Equity Derivatives Highlights HKChina 4Q23 ear...-107109099.pdf
JPMorgan-Equity Strategy Closing the OW US vs Eurozone trade-107092885.pdf
JPMorgan-Global Developed Markets Strategy Dashboard-107105602.pdf
JPMorgan-India Equity Strategy Small and Mid Caps - Froth or Not-107108752.pdf
JPMorgan-US Equity Financing and AIR TRF Monitor March 19, 2024-107124748.pdf
JPM_TSMC_Where_all_roads_2024-03-05_4643295(1).pdf
JPM_Vertiv_J_P__Morgan_I_2024-03-14_4649262(1).pdf
JPM_Wistron_Corporation__2024-03-13_4650794(1).pdf
Kuaishou Technology (1024.HK)_ 4Q23 review_ another solid quarter with margin beat, 1Q ads growth set to accelerate; Buy (on CL)(1).pdf
Kuaishou Technology (1024.HK)_ China Internet Trip and advertiser conference takeaways_ Ad-tech upgrades to drive incremental...(1).pdf
Li Auto Inc. (LI_2015.HK)_ A bump in the road, confident on mid-to-long term; Buy(1).pdf
Li Ning Co. (2331.HK)_ First Take_ 2H23 in line with lowered expectation, all eyes on 2024 growth_expenses; Neutral(1).pdf
Meituan (3690.HK)_ 4Q23 review_ Solid results with better-than-feared margin outlook on strategic re-focus; Buy.pdf
meta 60万拆分.pdf
Micron Technology Inc. (MU)_ AI TAM growth, HBM share gains and disciplined industry supply to drive further positive EPS rev...(1).pdf
Morgan Stanley Fixed-Asia Economics The Viewpoint Trade Tensions, Supply Chain ...-107126478.pdf
Morgan Stanley Fixed-Asia Economics The Viewpoint 亚洲经济研究：观点印度——为何本轮周期与2003-07年...-107146570.pdf
Morgan Stanley Fixed-BoJ Watch MacroEquity Strategy Farewell, NIRP and YCC as...-107124291.pdf
Morgan Stanley Fixed-BoJ Watch Farewell, NIRP and YCC as Expected Quick Impress...-107111035.pdf
Morgan Stanley Fixed-China Musings 中国思考通缩阴影未散-107146213.pdf
Morgan Stanley Fixed-Global Macro Commentary March 18-107109023.pdf
Morgan Stanley Fixed-Global Macro Commentary March 19-107126840.pdf
Morgan Stanley Fixed-Global Macro Commentary March 20-107142321.pdf
Morgan Stanley Fixed-Global Macro Commentary March 22-107171717.pdf
Morgan Stanley Fixed-Global Macro Data Japan Macro Data Tracker - 20240322-107165040.pdf
Morgan Stanley Fixed-Global Macro Strategist Much Ado(ve) About Nothing-107171697.pdf
Morgan Stanley Fixed-Global Macro Strategy March Index Extensions-107164426.pdf
Morgan Stanley Fixed-Global Macro Strategy Positions and Flows Report-107098094.pdf
Morgan Stanley Fixed-India Economics – Macro Indicators Chartbook Growth Holds U...-107157479.pdf
Morgan Stanley Fixed-US Economics Global Macro Strategy FOMC Reaction Supply-...-107142530.pdf
Morgan Stanley Research Best Ideas Panel.pdf
Morgan Stanley-Asia EM Equity Strategy Alpha, Beta, Thematic Biweekly – St...-107126396.pdf
Morgan Stanley-Asia Quantitative Strategy Positions of Active Long-Only As...-107127121.pdf
Morgan Stanley-Asia Technology Memory – The Power of Doing Nothing.pdf
Morgan Stanley-China Equity Strategy A-Share Sentiment Stayed Flat Despite...-107156838.pdf
MS TMT Day3.pdf
MS TMT-NVDA.pdf
MS_CATL.pdf
MS锂电韩国团队.pdf
NetEase Inc. (NTES)_ China Internet Trip takeaways_ 6 top investors' questions on pipeline, competition, margin expansion and...(1).pdf
Nvidia Corp. (NVDA)_ GTC 2024 Financial Analyst Q&A Takeaways; Maintain Buy (on CL)(1).pdf
Nvidia Corp. (NVDA)_ GTC 2024 Keynote Takeaways; Unique Ability to Innovate at Data Center Scale on Full Display; Reiterate B...(1).pdf
Oil Comment_ Initiating Long Diesel Margin Trade on Cyclical Inflection And Structural Support(1).pdf
Oil Tracker_ Larger Draws in OECD Commercial Stocks Ahead of IEA Report(1).pdf
PDD Holdings (PDD)_ 4Q23 review_ Results beat on Temu & domestic online marketing; eyes on domestic take rate outlook for 202...(1).pdf
PDD Holdings (PDD)_ Re-assessing risk-reward on shifting domestic eCommerce landscape and cross-border policies; TP to US$136....pdf
Ping An Insurance Group (2318.HK)_ First take_ Earnings miss on further asset management losses, NBV ahead, DPS in line(1).pdf
PJT Partners (PJT)_ Key takeaways from management meeting(1).pdf
q star info.pdf
Rapid Growth in Funds that Systematically Trade Options_ $159bn in AUM(1).pdf
Revvity Inc. (RVTY)_ Takeaways from Meeting with Management(1).pdf
Samsung SDI Co. (006400.KS)_ Resilient growth; addressing five key debates; reiterate Buy(1).pdf
semi bus trip.pdf
South Korea_ Batteries_ 1Q24 Preview_ Earnings bottoming, but consensus risks remain; Samsung SDI most resilient(1).pdf
Strategy Matters_ How far can equity valuations go_(1).pdf
SVB-Quarterly Economic Report-240302.pdf
Taiwan Technology_ Semiconductors_ Another year of doubling CoWoS capacity in 2025; Buy TSMC_MediaTek_ASE_KYEC (KYEC upgrade ...(1).pdf
tegus_nvidia-corp_82208_CTO-Global-Business-at-Dell-Technologies-Inc.pdf
Tencent Holdings (0700.HK)_ 4Q23 Earnings Review_ Solid earnings growth on quality revenue stream; up-sized shareholder retur...(1).pdf
Tencent Music Entertainment Group (TME)_ Sustained subscription momentum, music gross margin expand towards 45%; upgrade to Buy(1).pdf
The EM Trader_ Frontier Local — Shaping Up for Fed Cut Season(1).pdf
The Structured Credit Trader_ Issuance maintains a healthy pace(1).pdf
Thematic Stock Exposures_ The data center ecosystem(1).pdf
UBS Economics-APAC Economic Perspectives _Taiwan Stronger growth, tighter...-107153434.pdf
UBS Economics-European Economic Comment _European PMIs Grinding higher_ T...-107150583.pdf
UBS Economics-European Economic Comment _SNB A surprise cut with a more u...-107149912.pdf
UBS Economics-US Economic Perspectives _A new US outlook_ Pingle-107145292.pdf
UBS Economics-US Economic Perspectives _FOMC A very good _soft landing__ ...-107141302.pdf
UBS Economics-US Economic Perspectives _FOMC SEP A very soft _soft landin...-107140578.pdf
UBS Economics-US Economic Perspectives _US Inflation Monthly Where is inf...-107126293.pdf
UBS Economics-US Economic Perspectives _US population growth_ Pingle-107091428.pdf
UBS Equities-Americas Equity Research _Quantitative Research Review_ Wint...-107111164.pdf
UBS Equities-Asia Equity Research _Quantitative Research Review_ Winter-107111182.pdf
UBS Equities-China Equity Strategy _Parallels with the 2015-16 recovery -...-107141624.pdf
UBS Equities-Global Economics Strategy _Can the BoJ pull back from QE_...-107154311.pdf
UBS Equities-Global Equity Strategy _Quantitative Framework Update_ Garth...-107139052.pdf
UBS Equities-Global Strategy _Would spreads remain resilient if Central B...-107111048.pdf
UBS Equities-Taiwan Equity Strategy _Take a breather, suggest sector rota...-107109046.pdf
UBS Equities-US Equity Derivatives Strategy _West Coast, best coast Top ...-107114667.pdf
US Consumer Dashboard_ March 2024_ Job Growth Remains Firm Despite Uptick in Unemployment (Briggs)(1).pdf
US Daily_ Deflationary Spillovers From China_ A Modest Drag on US Consumer Prices (Peng)(1).pdf
US Daily_ March FOMC Recap_ On Track for a June Cut (Mericle)(1).pdf
US Daily_ Rethinking Neutral_ The Fed’s Next Big Debate (Mericle _ Abecasis)(1).pdf
US Equity Views_ The next phases of the AI trade(1).pdf
US Equity Views_ Updating our 2024 US equity demand forecasts(1).pdf
US Weekly Kickstart_ 2024 S&P 500 scenario analysis_ “catch-up,” “catch-down,” mega cap exceptionalism, and recession fears(1).pdf
USA_ FOMC Continues to Project Three Cuts in 2024, Revises Growth and Inflation Forecasts Higher.pdf
USA_ FOMC Continues to Project Three Cuts in 2024, Revises Growth and Inflation Forecasts Higher_20240323_155006.pdf
USA_ Retail Sales Below Expectations; Core Producer Prices Stronger Than Expected; Boosting Core PCE Estimate to 29bp; Loweri...(1).pdf
Weekly Options Watch_ The Twenty US Stocks where Options Volumes Matter Most(1).pdf
What's Top of Mind in Macro Research_ All about G10 central banks, selectively bullish commodities, the AI trade's next phases(1).pdf
What's Top of Mind in Macro Research_ G10 rate cuts ahead, diversifying amid high market concentration, rough waters for transit(1).pdf
WuXi Biologics (2269.HK)_ First take_ Lowered FY24 sales guidance to 5-10% growth; prioritizing on maintaining positive FCF; ...(1).pdf
Xiaomi Corp. (1810.HK)_ Earnings Review_ 4Q23 results largely in-line; More proactive share gains_revenue growth ahead; SU7 t...(1).pdf
XPeng Inc. (XPEV)_ 4Q23 First Take_ Net profit beat on lower SG&A and other income; Buy(1).pdf
Yihai International Holding (1579.HK)_ First Take_ 2H23 results largely in line; Dividend payout up to 85%; Buy .pdf
大摩-药明康德.PDF
德意志银行-DBDaily 本周美国核心PCE.pdf
德意志银行-美联储观察家放松政策.pdf
德意志银行-清晨运输加拿大劳工、卡斯、铁路卷、零售.pdf
德意志银行-亚洲周展望您需要了解的信息.pdf
德意志银行-众议院查看平衡法案.pdf
高盛-中美风险模型更新.pdf
摩根大通- Econ FI-Japan 第一季度初数据再次下滑.pdf
摩根大通- Econ FI-美国.pdf
摩根大通- Econ FI-商品市场定位流量附录原油领先于金融.pdf
摩根大通- Kolanovic - 摩根大通观点转变叙事的风险.pdf
摩根大通-Econ FI-US 固定收益概览坚持到底.pdf
摩根大通-Econ FI-长期战略家美国人会继续热爱股市吗.pdf
摩根大通-Econ FI-短期市场展望与策略，缓慢但坚定.pdf
摩根大通-Econ FI-利率衍生品什么是急.pdf
摩根大通-股票策略第四季度收益季节追踪.pdf
摩根大通-股票策略重申 UW 对银行的看法.pdf
摩根大通-美国股票策略 23 年第 4 季度收益更新.pdf
摩根大通-美国股权融资和 AIR TRF 监测.pdf
摩根大通-全球股票衍生品系统性分散更新.pdf
摩根大通-商品市场定位流动原油首周领先.pdf
摩根大通-中国CXO《生物安全法案》的范围可能会缩小.pdf
摩根大通经济金融中国替代数据跟踪图表包（系列 5）读出.pdf
摩根大通印度股票策略 2024 财年第 3 季度盈利解析器升级.pdf
摩根士丹利-F324 3Q业绩的日本股票策略回顾.pdf
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摩根士丹利-欧洲股票策略策略数据集.pdf
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