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20260729-Goldman Sachs-China Grid Tech： Power Transformer Export Tracker： June China transformer total exports at 47% yoy， with exports to US at +172% yoy(8页)

2026-08-09凡*哥8页5.21M

20260729-Goldman Sachs-China Grid Tech： Power Transformer Export Tracker： June China transformer total exports at 47% yoy， with exports to US at +172% yoy(8页)

2026-08-09凡*哥8页5.21M

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20260729-Goldman Sachs-Porsche AG （P911_p.DE）： 2Q26 margin beat with strong underlying performance， auto cashflow above GSe(8页)

2026-08-09方*****28页5.05M

20260729-Goldman Sachs-Porsche AG （P911_p.DE）： 2Q26 margin beat with strong underlying performance， auto cashflow above GSe(8页)

2026-08-09方*****28页5.05M

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20260729-Goldman Sachs-Kawasaki Heavy Industries （7012.T）： PII 2Q results read~across： IEEPA tariff refunds booked； business environment improving ex~tariff refunds(9页)

2026-08-09后*****69页5.42M

20260729-Goldman Sachs-Kawasaki Heavy Industries （7012.T）： PII 2Q results read~across： IEEPA tariff refunds booked； business environment improving ex~tariff refunds(9页)

2026-08-09后*****69页5.42M

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20260729-Goldman Sachs-Japan Automobiles：Ford Earnings Implications：Resilient US pricing and robust ESS demand(6页)

2026-08-09热**退6页4.3M

20260729-Goldman Sachs-Japan Automobiles：Ford Earnings Implications：Resilient US pricing and robust ESS demand(6页)

2026-08-09热**退6页4.3M

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20260726-Goldman Sachs-China： Three things in China(6页)

2026-08-09巴*特6页3.45M

20260726-Goldman Sachs-China： Three things in China(6页)

2026-08-09巴*特6页3.45M

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20260727-Deutsche Bank-Tesla Inc.（TSLA.US）Robotaxi， Optimus， and SpaceX(11页)

2026-08-09v******b11页452.24K

20260727-Deutsche Bank-Tesla Inc.（TSLA.US）Robotaxi， Optimus， and SpaceX(11页)

2026-08-09v******b11页452.24K

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20260727-Goldman Sachs-US Consumer Dashboard： July 2026~Resilient Spending， Weak Cashflow(13页)

2026-08-09我*****813页442.7K

20260727-Goldman Sachs-US Consumer Dashboard： July 2026~Resilient Spending， Weak Cashflow(13页)

2026-08-09我*****813页442.7K

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20260727-Goldman Sachs-Oil Tracker： Persian Gulf De~escalation vs. Red Sea Escalation(13页)

2026-08-09特***爷13页5.51M

20260727-Goldman Sachs-Oil Tracker： Persian Gulf De~escalation vs. Red Sea Escalation(13页)

2026-08-09特***爷13页5.51M

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20260727-J.P. Morgan-Global LNG Supply & Shipping Tracker：Qatar utilization slips further(18页)

2026-08-09g***********718页1.06M

20260727-J.P. Morgan-Global LNG Supply & Shipping Tracker：Qatar utilization slips further(18页)

2026-08-09g***********718页1.06M

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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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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-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-Morgan Stanley-Global Macro Forum：Markets On the Move： Signal or Noise？(34页)

2026-08-09乐乐34页991.62K

20260727-Morgan Stanley-Global Macro Forum：Markets On the Move： Signal or Noise？(34页)

2026-08-09乐乐34页991.62K

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20260727-Bernstein-LVMH Moet Hennessy Louis Vuitton SE（MC.FP）LVMH：Highlights from the 1H26 conference call(21页)

2026-08-09明*****鼻21页1.28M

20260727-Bernstein-LVMH Moet Hennessy Louis Vuitton SE（MC.FP）LVMH：Highlights from the 1H26 conference call(21页)

2026-08-09明*****鼻21页1.28M

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20260729-Bernstein-Asian Autos： BYD’s Kei~car BEV ‘Racco’ arrives~can it make a meaningful impact on Japan’s auto market？(25页)

2026-08-09寒**良25页2.57M

20260729-Bernstein-Asian Autos： BYD’s Kei~car BEV ‘Racco’ arrives~can it make a meaningful impact on Japan’s auto market？(25页)

2026-08-09寒**良25页2.57M

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20260727-Morgan Stanley-China Coal：Weekly Coal Update： Import Arbitrage Window Remains Open for Indonesia Coal(5页)

2026-08-09尹**荣5页228.02K

20260727-Morgan Stanley-China Coal：Weekly Coal Update： Import Arbitrage Window Remains Open for Indonesia Coal(5页)

2026-08-09尹**荣5页228.02K

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20260729-Morgan Stanley-Huaming Power Equipment（002270）Priced for Fear，Built for Growth-260727(14页)

2026-08-09h******414页715.25K

20260729-Morgan Stanley-Huaming Power Equipment（002270）Priced for Fear，Built for Growth-260727(14页)

2026-08-09h******414页715.25K

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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-Morgan Stanley-Space Companies Soaring from the Land of the Rising Sun： Initiating on 4 Stocks(54页)

2026-08-091*******554页3.9M

20260727-Morgan Stanley-Space Companies Soaring from the Land of the Rising Sun： Initiating on 4 Stocks(54页)

2026-08-091*******554页3.9M

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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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