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2025-05-12-GS-ACM Research (ACMR) 2Q25 to see shipment growth,1Q25 Rev in line, GM better-than-expected, Buy.pdf
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2025-05-12-GS-AEJ Week Ahead China inflation and credit data, India CPI, Philippines elections.pdf
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2025-05-12-GS-AMEC (688012.SS) Tech Tour Strong product pipeline to support advanced node manufacturing.pdf
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2025-05-12-GS-Americas Food Key themes from 1Q results.pdf
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2025-05-12-GS-Americas Healthcare Most Favored Nation Drug Pricing Model Continuing to Gain Momentum.pdf
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2025-05-12-GS-Americas Real Estate REITs SPG & MAC Topics in focus for earnings1Q results and what has changed since then.pdf
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2025-05-12-GS-Asia in Focus Initial Impact of US Tariffs on Asian Exports—Divergence.pdf
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2025-05-12-GS-Asian Equity Perspectives Too far, too fast.pdf
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2025-05-12-GS-BeiGene (ONC, 688235.SS) Earnings Review 1Q in-line with GAAP profitability achieved, R&D day for portfolio updates, Buy.pdf
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2025-05-12-GS-China Financial Services Addressing investor questions on announced package of financial policy easing measures.pdf
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2025-05-12-GS-China Musings Self-help is underway, but tariff drags are likely on the way.pdf
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2025-05-12-GS-China New Energy Vehicle Weekly Chartbook 2025 Week 18 - 48% NEV penetration; major brands saw higher orders during Labor Day holiday.pdf
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2025-05-12-GS-China Semis Black Sesame (2577.HK) Tech Tour, A2000 to cover higher computing power, integrated cockpit driving platform ramp up.pdf
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2025-05-12-GS-China Shifting to domestic demand story; highlighting Buy ideas in property value chain.pdf
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2025-05-12-GS-Chongqing Brewery (600132.SS) Earnings Review Efforts on driving premiumization in in-home channels bearing fruit; Initiatives on.pdf
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2025-05-12-GS-Country Garden Services (6098.HK) Loan to controlling shareholder with share charge; hiking dividend needed to ensure loan repayment; Sell.pdf
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2025-05-12-GS-EM Macro Themes How Global Economic News Affects EM Financial Markets.pdf
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2025-05-12-GS-EM Weekly Fund Flows Monitor Strong FII buying, led by Taiwan; US investors sell US equities MT while EU investors rotate since March; India domestic flows dipped for the month.pdf
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2025-05-12-GS-Europe Weekly Kickstart Disinflationary pressures and European equities.pdf
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2025-05-12-GS-Global Credit Trader A trickle at most, if that.pdf
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2025-05-12-GS-Global FX Trader Big Deal Our Thoughts on USD, CNY, USDAsia, JPY, GBP, CHF, RON & Global Asset Reallocation.pdf
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2025-05-12-GS-GS Equity Radar Asymmetric risk in a stock picker’s market.pdf
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2025-05-12-GS-India Strategy 1Q shareholding shows FII share stable in Largecaps, butlower in Midcaps; DIIFII share gap continues to narrow.pdf
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2025-05-12-GS-Japan Economic Flash Q1 Data Roundup Lowering 2025Q1 Final GDP Tracking Estimate to Flat QoQ Annualized.pdf
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2025-05-12-GS-Japan Focus of the Week Q1 Preliminary GDP Focus Next Week Tomohiro Ota.pdf
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2025-05-12-GS-Japan March Wages Basic Wage Growth Unchanged From February BOTTOM LINE Nominal cash wage growth slowed to +2.1% yoy in March, from Yuriko Tanaka.pdf
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2025-05-12-GS-Montage (688008.SS) Tech Tour PCIe switch chipset in expansion; DDR5 Gen-3 Interface IC ramp up in 2025E; Buy.pdf
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2025-05-12-GS-NSIG (688126.SS) Tech Tour Demand gradual recovery while pricing pressure remains; 300mm capacity expansion with mix upgrade.pdf
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2025-05-12-GS-Shanghai International Port (600018.SS) 1Q25 throughput increased amid frontloading, and investment income improved due to higher contribution from shipping; Sell.pdf
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2025-05-12-GS-Shanghai Jahwa United (600315.SS) GS New Consumption Tour takeaways Sales growth and branding as top priority; Buy.pdf
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2025-05-12-GS-UK Weekly Kickstart Small, supportive steps Policy cut & trade deal.pdf
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2025-05-12-MS-ACM Research Inc Asia Pacific Risk Reward Update.pdf
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2025-05-12-MS-Atour Lifestyle Holdings Ltd Asia Pacific (ATAT.O)China BEST Conference Takeaways.pdf
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2025-05-12-MS-Beijing Tongrentang Asia Pacific 1Q25 Results Margins Stable Despite Rising Input Costs.pdf
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2025-05-12-MS-China Resources Gas Group Ltd Asia Pacific (1193.HK)China BEST Conference 2025 Feedback.pdf
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2025-05-12-MS-China Resources Land Ltd Asia Pacific (1109.HK)China BEST Conference 2025 Feedback.pdf
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2025-05-12-MS-China Resources Power Asia Pacific (0836.HK)Research Tactical Idea.pdf
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2025-05-12-MS-CMOC Group Ltd Asia Pacific China BEST Conference 2025 Feedback.pdf
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2025-05-12-MS-Dong E E Jiao Co. Asia Pacific China BEST Conference 2025 Feedback.pdf
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2025-05-12-MS-Foryou Corporation Asia Pacific China BEST Conference 2025 Feedback.pdf
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2025-05-12-MS-Fuyao Glass Industry Group Asia Pacific China BEST Conference 2025 Feedback.pdf
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2025-05-12-MS-Giant Biogene Asia Pacific China BEST Conference 2025 Feedback.pdf
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2025-05-12-MS-GoerTek Inc Asia Pacific China BEST Conference 2025 Feedback.pdf
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2025-05-12-MS-Haidilao International Holding Ltd Asia Pacific China BEST Conference 2025 Feedback.pdf
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2025-05-12-MS-Haier Smart Home Co Ltd Asia Pacific China BEST Conference 2025 Feedback.pdf
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2025-05-12-MS-Huaneng Power International Inc. Asia Pacific Research Tactical Idea.pdf
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2025-05-12-MS-Hygeia Healthcare Holdings Co., Ltd. Asia Pacific China BEST Conference 2025 Feedback.pdf
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2025-05-12-MS-Innovent Biologics Inc Asia PacificChina BEST Conference 2025Feedback.pdf
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2025-05-12-MS-J&T Global Express Ltd Asia PacificChina BEST Conference 2025Feedback.pdf
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2025-05-12-MS-Jiangsu Hengli Hydraulic Co.Ltd Asia Pacific China BEST Conference Takeaways Positive Outlook into 2025.pdf
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2025-05-12-MS-Jointown Pharmaceutical Group Asia Pacific 1Q2025 Helped by REITs Fund Raising.pdf
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2025-05-12-MS-Kingdee International Software Group Asia Pacif China BEST Conference 2025 Feedback.pdf
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2025-05-12-MS-Shenzhen Envicool Technology Co Ltd Asia Pacific China BEST Conference 2025 Feedback.pdf
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2025-05-12-MS-Shenzhen New Industries Asia Pacific China BEST Conference 2025 Feedback.pdf
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2025-05-12-MS-SMIC Asia Pacific Risk Reward Update.pdf
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2025-05-12-MS-SMIC Asia Pacific Weak 2Q25 guidance; EW.pdf
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2025-05-12-MS-TCL Corp. Asia Pacific China BEST Conference 2025 Feedback.pdf
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2025-05-12-MS-TUHU Car Inc Asia Pacific China BEST Conference 2025 Feedback.pdf
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2025-05-12-MS-Tuya Inc. Asia Pacific China BEST Conference 2025 Feedback.pdf
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20250513-国泰君安期货-所长早读.pdf
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20250513-中信期货-中美暂停关税对EC的影响.pdf
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财信证券-银行业2025年5月月报：一季报落地，宏观政策积极有为-250507.pdf
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长城证券-联化科技(002250)否极泰来，春归万象新—行业回暖有望推动公司困境反转-250512.pdf
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长江证券-W108市场观察：成长、超小盘年初至今领涨主要风格-250513.pdf
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长江证券-日内瓦中美联合声明点评：青山虽隐依旧在，乌云遮日终散去-250513.pdf
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东北证券-爱玛科技(603529)公司深度报告：电动两轮车龙头企业，高端化与全球化并举-250512.pdf
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东北证券-海天瑞声(688787)公司深度报告：国内领军数据服务商，人工智能产业卖铲人-250512.pdf
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东方财富证券-登康口腔(001328)深度研究报告：深耕口腔抗敏领域，渠道扩张&产品进阶相辅相成-250512.pdf
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东方财富证券-有色金属行业周报：钨、稀土或复现小金属涨价逻辑-250512.pdf
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广发证券-广发宏观：如何看中美经贸会谈进展-250512.pdf
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广发证券-铝行业专题之一：供给受限，铝价弹性可期-250513.pdf
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广发证券-银行行业：24A&25Q1上市银行息差排名及变化分析-250512.pdf
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国海证券-宏观深度研究：土地市场的新变化-250512.pdf
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国海证券-荣盛石化(002493)公司动态研究：2024年业绩承压，静待石化行业景气修复-250512.pdf
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国金证券-农业行业：生猪养殖培训框架-250512.pdf
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国金证券-轻工造纸行业海外新型烟草系列深度六：HNB格局或将改变，口含烟延续高增长-250512.pdf
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国盛证券-国科微(300672)编解码芯片领军者，AI布局逐步完善-250513.pdf
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国盛证券-仕佳光子(688313)AI驱动光通信技术升级，AWG、MPO打开成长空间-250513.pdf
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国信证券-策略周思考：挖掘“Deepseek时刻”扩散行业-250512.pdf
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国信证券-传媒行业5月投资策略：板块业绩触底向上，看好AI应用与IP潮玩机会-250513.pdf
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合纵酒店顾问-酒店消费行业县域崛起，高端下沉：2025五一假期酒店消费趋势全解读-250512.pdf
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华泰证券-可选消费行业：创新不止，百年乐高的成长密码-250512.pdf
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华泰证券-许继电气(000400)网内业务稳健增长，柔直带来业绩弹性-250513.pdf
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华泰证券-银行业专题研究：AIC再扩容，影响几何？-250512.pdf
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华鑫证券-基础化工行业研究：天然气、二甲苯等涨幅居前，建议关注进口替代、纯内需、高股息等方向-250513.pdf
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民生证券-计算机行业深度研究-软件大革命深度：AI+Agent投资宝典-250512.pdf
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申万宏源-“反脆弱”系列专题之八：中国制造“难替代性”？-250513.pdf
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申万宏源-广东宏大+(002683)民爆矿服创领一体化，转型军工擘画新宏图-250513.pdf
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申万宏源-家电行业2024年年报及2025年一季报总结：以旧换新带动白电业绩亮眼，关税扰动不改长期出海趋势-250512.pdf
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太平洋证券-策略日报：risk+on！！！-250512.pdf
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天风证券-奥赛康(002755)创新转型成果初现，前药平台市场潜力可观-250512.pdf
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天风证券-汽车零部件行业深度研究：继峰股份更新，座椅量产加速，格拉默底部反转-250513.pdf
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西南证券-海外科技行业公司2025Q1业绩总结：资本开支节奏趋稳，云服务供不应求-250513.pdf
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信达证券-极端关税缓和下，未来可能的三种结果-250513.pdf
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兴业证券-西部材料(002149)海洋、核电、外贸等领域订货大幅增长-250512.pdf
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银河证券-消费行业：关税冲击影响跟踪，柳暗花明又一村-250512.pdf
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招商证券-钨行业点评报告：钨配额减量，钨价持续上涨-250512.pdf
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中信建投-传媒互联网行业Agent产品深度梳理：微信潜力大，阿里夸克／字节扣子布局快-250512.pdf
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中信建投-医药行业深度研究：立足于内，开拓于外-250512.pdf
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中邮证券-北方华创(002371)平台型布局加速推进-250513.pdf
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中邮证券-炬芯科技(688049)炬力前行，用芯聆听-250513.pdf
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中邮证券-农林牧渔行业报告：猪价持续微利运行，产能去化暂缓-250513.pdf
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