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20260727-JPM-Electronic Components Sector US marketing feedback(8页)

2026-08-09天*****28页293.76K

20260727-JPM-Electronic Components Sector US marketing feedback(8页)

2026-08-09天*****28页293.76K

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20260727-J.P. Morgan-Hong Kong Property：Implications of China’s taxation on offshore trusts(16页)

2026-08-09东***海16页828.09K

20260727-J.P. Morgan-Hong Kong Property：Implications of China’s taxation on offshore trusts(16页)

2026-08-09东***海16页828.09K

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20260728-J.P. Morgan-Lufax Holding（LU.US）Operating inflection at a trough valuation； upgrade to Overweight(19页)

2026-08-09卡****019页816.46K

20260728-J.P. Morgan-Lufax Holding（LU.US）Operating inflection at a trough valuation； upgrade to Overweight(19页)

2026-08-09卡****019页816.46K

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20260728-J.P. Morgan-Lost in translation：FX tracker~sensitivities and correlations(17页)

2026-08-09天*****217页1.13M

20260728-J.P. Morgan-Lost in translation：FX tracker~sensitivities and correlations(17页)

2026-08-09天*****217页1.13M

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20260728-J.P. Morgan-Lenovo Group Limited（0992.HK）ISG upside outweighs PC uncertainty； u g to OW(16页)

2026-08-09因****幌16页730.75K

20260728-J.P. Morgan-Lenovo Group Limited（0992.HK）ISG upside outweighs PC uncertainty； u g to OW(16页)

2026-08-09因****幌16页730.75K

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20260728-J.P. Morgan-Laopu Gold~H（6181.HK）2Q miss； underappreciated efforts to drive 2H rebound； maintain OW(12页)

2026-08-09便****沼12页630.89K

20260728-J.P. Morgan-Laopu Gold~H（6181.HK）2Q miss； underappreciated efforts to drive 2H rebound； maintain OW(12页)

2026-08-09便****沼12页630.89K

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20260727-J.P. Morgan-WIN Semiconductors Corp（3105.TWO） Undergoing transformation led by LEO and optical(13页)

2026-08-091*******913页974.59K

20260727-J.P. Morgan-WIN Semiconductors Corp（3105.TWO） Undergoing transformation led by LEO and optical(13页)

2026-08-091*******913页974.59K

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20260729-J.P. Morgan-Doosan Enerbility（034020.KS）2Q beat；Orders on track with strong GT orders；Doosan our top pick-260727(12页)

2026-08-09巴*特12页7.58M

20260729-J.P. Morgan-Doosan Enerbility（034020.KS）2Q beat；Orders on track with strong GT orders；Doosan our top pick-260727(12页)

2026-08-09巴*特12页7.58M

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20260727-J.P. Morgan-XtalPi~H（2228.HK）1H26 profit warning expected； Focus on continued AI platform achievement(8页)

2026-08-091*******48页368.85K

20260727-J.P. Morgan-XtalPi~H（2228.HK）1H26 profit warning expected； Focus on continued AI platform achievement(8页)

2026-08-091*******48页368.85K

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20260728-J.P. Morgan-Trip.com （TCOM.US）Regulation changes the form，not the earning power(17页)

2026-08-09饺**娘17页897.91K

20260728-J.P. Morgan-Trip.com （TCOM.US）Regulation changes the form，not the earning power(17页)

2026-08-09饺**娘17页897.91K

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20260727-J.P. Morgan-China Banks 101：Banking begins with the balance sheet(17页)

2026-08-09后*****617页1.19M

20260727-J.P. Morgan-China Banks 101：Banking begins with the balance sheet(17页)

2026-08-09后*****617页1.19M

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20260727-J.P. Morgan-Akeso（9926.HK）：One more interim OS look added to HARMONi~3； new US$380mn ATM filed by Summit(9页)

2026-08-091*******39页442.49K

20260727-J.P. Morgan-Akeso（9926.HK）：One more interim OS look added to HARMONi~3； new US$380mn ATM filed by Summit(9页)

2026-08-091*******39页442.49K

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20260727-J.P. Morgan-China： Two~speed industrial profit growth in 1H(7页)

2026-08-09穿*捶7页667.83K

20260727-J.P. Morgan-China： Two~speed industrial profit growth in 1H(7页)

2026-08-09穿*捶7页667.83K

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20260727-J.P. Morgan-China Bubble & Brew：Franchisee Temperature Check：Expert Call Takeaways(9页)

2026-08-09我*****89页539.08K

20260727-J.P. Morgan-China Bubble & Brew：Franchisee Temperature Check：Expert Call Takeaways(9页)

2026-08-09我*****89页539.08K

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20260727-J.P. Morgan-China Auto Industry：Management comments on 2Q and 2H26 expectations(13页)

2026-08-09周*师13页401.01K

20260727-J.P. Morgan-China Auto Industry：Management comments on 2Q and 2H26 expectations(13页)

2026-08-09周*师13页401.01K

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20260727-J.P. Morgan-Snap Inc.（SNAP.US）Oh Snap！ We Are Initiating at Neutral(20页)

2026-08-09麦***120页1.35M

20260727-J.P. Morgan-Snap Inc.（SNAP.US）Oh Snap！ We Are Initiating at Neutral(20页)

2026-08-09麦***120页1.35M

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20260728-J.P. Morgan-LVMH（LVMH.PA）F&LG returns to small growth； what now？(14页)

2026-08-09小****314页951.37K

20260728-J.P. Morgan-LVMH（LVMH.PA）F&LG returns to small growth； what now？(14页)

2026-08-09小****314页951.37K

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20260727-J.P. Morgan-Hardware & Networking：Key Takeaways from Industry Updates on Data Center Demand(8页)

2026-08-09潘*麟8页583.58K

20260727-J.P. Morgan-Hardware & Networking：Key Takeaways from Industry Updates on Data Center Demand(8页)

2026-08-09潘*麟8页583.58K

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20260727-J.P. Morgan-Nestle（NESN.S）Feedback from sell~side CEO & CFO meeting(10页)

2026-08-09郭*庆10页6.59M

20260727-J.P. Morgan-Nestle（NESN.S）Feedback from sell~side CEO & CFO meeting(10页)

2026-08-09郭*庆10页6.59M

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20260727-J.P. Morgan-Global Macro Outlook and Strategy：Global Rates， Commodities， Currencies and Emerging Markets(52页)

2026-08-09雍**弃52页5.29M

20260727-J.P. Morgan-Global Macro Outlook and Strategy：Global Rates， Commodities， Currencies and Emerging Markets(52页)

2026-08-09雍**弃52页5.29M

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