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2025-04-24-GS-China Basic Materials Monitor April 2025 Deceleration.pdf
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2025-04-24-GS-China New Energy Vehicle Weekly Chartbook 2025 Week 16 - 53% NEV penetration; widening dealer discounts.pdf
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2025-04-24-GS-China Property Lowering forecasts - a hiccup, not a reversal.pdf
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2025-04-24-GS-China Property Weekly Wrap Week 16 Wrap - Some early signs of tariff impacts in secondary m rkets.pdf
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2025-04-24-GS-China SAFE data suggest FX inflows in March.pdf
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2025-04-24-GS-China Solar Tracking profitability inflection Domestic upstream prices weakened in April while US Module price jumped.pdf
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2025-04-24-GS-China Spirits Tracker Moutai suspending group-purchase in some regions to support weakening wholesale prices.pdf
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2025-04-24-GS-China Transportation Shipping USTR announces new service fees on Chinese shippers and Chinese-built vessels; see most downside risk for.pdf
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2025-04-24-GS-Europe April Flash PMIs — Weaker Services Offset Resilient Manufacturing Activity.pdf
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2025-04-24-GS-European Banks Deposit Volume & Pricing Monitor.pdf
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2025-04-24-GS-FX Month-End Flows GS MarketStrats Confidential.pdf
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2025-04-24-GS-GC Tech Dahua AI to enhance products; Arcsoft AI and Smart driving to drive growth; Chinasoft Intl. Huawei as catalyst; results review.pdf
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2025-04-24-GS-Global GS Economic Indicators Update Soft Data Below Expectations, Hard Data Shows Resilience.pdf
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2025-04-24-GS-Global Healthcare Pharmaceuticals Most-Favored-Nation policy is getting increased attention.pdf
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2025-04-24-GS-Global Market Views Along the Knife Edge.pdf
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2025-04-24-GS-Global Markets Comment Market Stress Monitor — 22 April 2025.pdf
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2025-04-24-GS-Global Rates Notes 2Q25 Treasury Refunding Preview.pdf
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2025-04-24-GS-Global Tech Smartphone TAM update Shipment flat in 2025; ASP continues to increase on specification upgrades.pdf
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2025-04-24-GS-GS Housing Market Activity Scale Week of April 13 Scale Declines 2% Led by Purchase Apps, While Sales and Listings are Largely Flat.pdf
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2025-04-24-GS-Indonesia BI Keeps Policy Rate Unchanged in April; Downside Risks to Growth.pdf
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2025-04-24-GS-Japan Healthcare Pharmaceuticals Media reports US could introduce MFN drug-pricing model; likely to garner investor attention.pdf
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2025-04-24-GS-Japan Strategy Views Who’s afraid of conservative guidance.pdf
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2025-04-24-GS-Private Tech Tour 2025 review Top 10 takeaways across advanced, new technology applications, and market demand check.pdf
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2025-04-24-GS-US Equity Views Updating our S&P 500 use of cash forecasts.pdf
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2025-04-24-GS-USA S&P Services PMI Declines, Manufacturing PMI Edges Up, Lowering Q1 GDP Tracking Estimate to +0.1pct on Weaker Real.pdf
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2025-04-24-GS-Weekly Options Watch Spotlight on Single Stock Options Volumes.pdf
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2025-04-24-GS-What_s Next in Gas Henry Hub Sell-Off Overdone.pdf
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2025-04-24-GS-What_s Top of Mind in Macro Research Tariff-induced US recession risk, China_s slower growth outlook, US copper tariffs.pdf
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2025-04-25-GS-China Basic Materials Monitor April 2025 Deceleration.pdf
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2025-04-25-GS-China Consumer Pulse check Tracking Chinese consumer sentiment on US brands.pdf
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2025-04-25-GS-China New Energy Vehicle Weekly Chartbook 2025 Week 16 - 53% NEV penetration; widening dealer discounts.pdf
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2025-04-25-GS-Commodity Comment Tariffs Disruptions to Natural Gas Liquids.pdf
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2025-04-25-GS-Europe April Flash PMIs — Weaker Services Offset Resilient Manufacturing Activity.pdf
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2025-04-25-GS-European Utilities Reasons to attend our Utilities and Clean Energy Conference.pdf
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2025-04-25-GS-FX Month-End Flows GS MarketStrats Confidential.pdf
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2025-04-25-GS-GC Tech Dahua AI to enhance products; Arcsoft AI and Smart driving to drive growth; Chinasoft Intl. Huawei as catalyst; results review.pdf
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2025-04-25-GS-Global Rates Notes 2Q25 Treasury Refunding Preview.pdf
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2025-04-25-GS-Global Tech Smartphone TAM update Shipment flat in 2025; ASP continues to increase on specification upgrades.pdf
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2025-04-25-GS-India RBI Minutes MPC prioritized growth amidst benign inflation outlook.pdf
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2025-04-25-GS-Indonesia BI Keeps Policy Rate Unchanged in April; Downside Risks to Growth.pdf
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2025-04-25-GS-Japan Healthcare Pharmaceuticals Media reports US could introduce MFN drug-pricing model; likely to garner investor attention.pdf
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2025-04-25-GS-Macro at a Glance Latest views and forecasts.pdf
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2025-04-25-GS-Microsoft Corp. (MSFT)Expect scaling AI revenue, earnings reacceleration as AI use cases move to the application layer F3Q25 Preview.pdf
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2025-04-25-GS-US Equity Views Updating our S&P 500 use of cash forecasts.pdf
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2025-04-25-GS-US Thematic Views Gauging the recent foreign investor selling of US equities.pdf
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2025-04-25-GS-USA Durable Goods Orders Above Expectations But Core Orders Softer, Initial Claims Rebound in Line With Expectations.pdf
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2025-04-25-GS-USA Existing Home Sales Below Expectations, Lowering Q1 GDP Tracking to -0.2pct.pdf
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2025-04-25-GS-USA S&P Services PMI Declines, Manufacturing PMI Edges Up, Lowering Q1 GDP Tracking Estimate to +0.1pct on Weaker Real.pdf
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2025-04-25-GS-USD Swaption Vol Carry Perf Update 23Apr25.pdf
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2025-04-25-GS-Weekly Options Watch Spotlight on Single Stock Options Volumes.pdf
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2025-04-25-GS-What_s Top of Mind in Macro Research Tariff-induced US recession risk, China_s slower growth outlook, US copper tariffs.pdf
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电气设备-磷酸铁锂行业深度报告：行业盈利有望修复，产品升级加速格局分化-中银证券[武佳雄,李扬]-20250425【25页】.pdf
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电子设备-关税对港股电子影响分析：消费电子中长期仍面临较大不确定性，半导体看好自主可控+代工回流方向-光大证券[付天姿,王贇,黄铮]-20250426【19页】.pdf
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电子设备-科学仪器行业深度研究报告-科学仪器三要素框架探讨：国产化率提升推动产业朝阳趋势-华创证券[]-20250425【33页】.pdf
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电子设备-碳化硅SiC行业深度：打开AR眼镜新应用场景，半绝缘型碳化硅衬底片放量在即-东吴证券[周尔双,李文意]-20250425【47页】.pdf
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东北证券-有色金属行业-黄金：牛市未尽-250428.pdf
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房地产-商业地产2024年综述：政策催化+REITs赋能，激发头部价值重估-华泰证券[陈慎,刘璐,林正衡,陈颖,戚康旭]-20250427【26页】.pdf
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房地产-中国房地产行业：下调预测，波折而非逆转 （摘要）-高盛[]-20250422【24页】.pdf
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钢铁-关税政策有所缓和，钢价企稳回升-民生证券[邱祖学,范钧]-20250427【20页】.pdf
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钢铁-重点关注业绩改善空间更大的优质普钢企业钢铁-信达证券[左前明,高升,刘波]-20250427【18页】.pdf
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广发证券-宏观周度述评系列(2025.04.21-04.27)：对中期影响深远的三个政策线索-250427.pdf
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广发证券-银行业投资观察：汇率贬值压力下降，存款自律预计先行-250427.pdf
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广发证券-银行业资负跟踪：“择机”变“适时”，降准迎来窗口期-250427.pdf
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国投证券-医药行业分析：创新药投融资环境回暖，CXO订单和业绩改善可期-250427 (1).pdf
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国投证券-医药行业分析：创新药投融资环境回暖，CXO订单和业绩改善可期-250427.pdf
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华安证券-轻工纺服行业周报：口腔护理，电商发展铺垫国货兴起-250427.pdf
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华福证券-策略定期报告：顺周期类主题走出见底、突破形态-250427.pdf
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华福证券-策略定期研究：五一是否持股过节？-250427.pdf
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华福证券-军工行业本周观点：看好军工板块一季报后表现-250427.pdf
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华福证券-汽车行业定期报告：上海车展开幕，电动智能加速-250427.pdf
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华福证券-轻工制造行业定期报告：菲莫Q1无烟产品贡献显著，个护龙头势能向上-250427.pdf
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华福证券-食品饮料行业定期报告：市场震荡前行，内需主线确立-250427.pdf
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华福证券-特朗普关税政策迭代：从1.0到2.0的深度剖析-250427.pdf
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华福证券-医药生物行业25Q1基金医药持仓：企稳回升，创新药加仓较多-250427.pdf
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化石能源-淡季煤价探底运行，静候市场拐点-信达证券[左前明,高升]-20250427【30页】.pdf
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化石能源-煤炭：政治局会议定调积极，季报落地后逢低配置-华福证券[汤悦,杨心怡]-20250426【24页】.pdf
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机械设备-机械设备深度报告：国产替代专题-分析仪器进口数据梳理-中邮证券[刘卓,陈基赟]-20250427【18页】.pdf
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机械设备-机械行业可控核聚变：产业化渐行渐近，聚变设备空间广袤-长江证券[赵智勇,臧雄]-20250424【35页】.pdf
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机械设备-人形机器人深度之七：灵巧之“手”，解锁人形机器人黄金赛道-东吴证券[曾朵红,阮巧燕]-20250426【61页】.pdf
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基础化工-基础化工行业深度：量子计算：打破维度瓶颈，开启化学的“算力革命”-国盛证券[杨义韬,宋雪莹]-20250424【35页】.pdf
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交运设备-轮胎行业深度研究：轮胎行业深度之十一，美国关税对中国轮胎企业的影响有多大？-国海证券[李永磊,董伯骏,李振方]-20250425【24页】.pdf
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金融-证券Ⅱ深度分析：香港资管行业研究（下）-香港资管机构的成功之道与借鉴启示-广发证券[陈福,严漪澜]-20250424【41页】.pdf
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平安证券-传媒行业：关注IP潮玩的流水表现-250427.pdf
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食品饮料-零食板块投资专题：如何看待中国零食出海机会？-华安证券[邓欣,郑少轩]-20250424【32页】.pdf
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食品饮料-食品饮料行业深度报告：复盘系列之十一：消费的韧性：解码2018年食品饮料行业表现-平安证券[张晋溢,王萌,王星云]-20250425【23页】.pdf
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天风证券-养殖行业：如何看待当前时点压栏、二育行为？-250428.pdf
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中信建投-人工智能行业：2025上海车展举行，汽车智能化是核心-250427.pdf
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中信建投-社会服务行业：离境退税政策优化，关注五一出游高热度-250428.pdf
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中信建投-消费行业25W17：25Q1外资高奢品牌增速放缓，亚太区继续承压-250427.pdf
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中信建投-医药行业2025ASCO：中国创新药口头报告数量再创新高-250427.pdf
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中信建投-医药行业周度复盘-250427.pdf
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