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20260728-Morgan Stanley-China Autos & Shared Mobility： Launch tailwinds fade before next product cycle(6页)

2026-08-09遨瀚6页175.89K

20260728-Morgan Stanley-China Autos & Shared Mobility： Launch tailwinds fade before next product cycle(6页)

2026-08-09遨瀚6页175.89K

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20260729-Morgan Stanley-Cloudflare Inc-North America 2Q Preview-Edge AI Leadership and Platform Strength Driving Durable Momentum(26页)

2026-08-09小***826页1.06M

20260729-Morgan Stanley-Cloudflare Inc-North America 2Q Preview-Edge AI Leadership and Platform Strength Driving Durable Momentum(26页)

2026-08-09小***826页1.06M

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20260729-Morgan Stanley-KLA Corp-North America Mixed Bag (again)(16页)

2026-08-09便****沼16页932.88K

20260729-Morgan Stanley-KLA Corp-North America Mixed Bag (again)(16页)

2026-08-09便****沼16页932.88K

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20260729-Morgan Stanley-Bloom Energy Corp.-North America Easing Concerns with Strong Results-Earnings Beat & Surprise Guidance Raise(11页)

2026-08-09清*哥11页555.23K

20260729-Morgan Stanley-Bloom Energy Corp.-North America Easing Concerns with Strong Results-Earnings Beat & Surprise Guidance Raise(11页)

2026-08-09清*哥11页555.23K

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20260728-Morgan Stanley-2Q26 SaaS Preview – Resilient， But Not Re~Rating(37页)

2026-08-09沙**137页1.75M

20260728-Morgan Stanley-2Q26 SaaS Preview – Resilient， But Not Re~Rating(37页)

2026-08-09沙**137页1.75M

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20260729-Bernstein-Nike Inc（NKE.US）Nike： What does the China reset mean for the business？(21页)

2026-08-09后*****621页3.45M

20260729-Bernstein-Nike Inc（NKE.US）Nike： What does the China reset mean for the business？(21页)

2026-08-09后*****621页3.45M

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20260729-Bernstein-US Consumer Tracker （2Q26）： Resilient but value seeking consumer amid continued inflation(49页)

2026-08-091*******549页7.44M

20260729-Bernstein-US Consumer Tracker （2Q26）： Resilient but value seeking consumer amid continued inflation(49页)

2026-08-091*******549页7.44M

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20260729-Bernstein-Mercedes~Benz Group AG（MBG.GR）Mercedes： Some positive notes amidst a cacophony of challenges(23页)

2026-08-09章*险23页3.92M

20260729-Bernstein-Mercedes~Benz Group AG（MBG.GR）Mercedes： Some positive notes amidst a cacophony of challenges(23页)

2026-08-09章*险23页3.92M

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20260729-Bernstein-Hermes International（RMS.FP）Hermes： 1H26 organic sales in line； EBIT 2% above(15页)

2026-08-09么*汀15页729.06K

20260729-Bernstein-Hermes International（RMS.FP）Hermes： 1H26 organic sales in line； EBIT 2% above(15页)

2026-08-09么*汀15页729.06K

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20260729-Bernstein-NXP Semiconductors NV（NXPI.US）NXP Semiconductors （NXPI）： Q226 recap~Do you like cheap dates？(25页)

2026-08-09工***纬25页2.05M

20260729-Bernstein-NXP Semiconductors NV（NXPI.US）NXP Semiconductors （NXPI）： Q226 recap~Do you like cheap dates？(25页)

2026-08-09工***纬25页2.05M

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20260730-Bernstein-China Consumer：China Consumer Pulse 2Q26： Premium resilience against a persistent weak consumer backdrop(49页)

2026-08-09流**球49页6.61M

20260730-Bernstein-China Consumer：China Consumer Pulse 2Q26： Premium resilience against a persistent weak consumer backdrop(49页)

2026-08-09流**球49页6.61M

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20260729-Bernstein-Air Liquide SA（AI.FP）Air Liquide 1H26~Speed bump， but remain Outperform(18页)

2026-08-09清*哥18页1021.34K

20260729-Bernstein-Air Liquide SA（AI.FP）Air Liquide 1H26~Speed bump， but remain Outperform(18页)

2026-08-09清*哥18页1021.34K

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20260728-Bernstein-Coca~Cola Co（KO.US）Coca~Cola Q2 2026 Earnings Review~Great quarter， long~term forecast largely unchanged(17页)

2026-08-09么*汀17页1.46M

20260728-Bernstein-Coca~Cola Co（KO.US）Coca~Cola Q2 2026 Earnings Review~Great quarter， long~term forecast largely unchanged(17页)

2026-08-09么*汀17页1.46M

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20260728-Bernstein-Kering SA（KER.FP）Kering： Highlights from the 1H26 conference call(20页)

2026-08-09雨***420页1.3M

20260728-Bernstein-Kering SA（KER.FP）Kering： Highlights from the 1H26 conference call(20页)

2026-08-09雨***420页1.3M

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20260728-Morgan Stanley-Humanoid Horizons： Do Robots Have a PR Problem？(41页)

2026-08-09雅*海41页17.38M

20260728-Morgan Stanley-Humanoid Horizons： Do Robots Have a PR Problem？(41页)

2026-08-09雅*海41页17.38M

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20260728-Nomura-Economic Insights US： Will AI~driven productivity lead to disinflation？(10页)

2026-08-09武**瑞10页7.17M

20260728-Nomura-Economic Insights US： Will AI~driven productivity lead to disinflation？(10页)

2026-08-09武**瑞10页7.17M

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20260728-Morgan Stanley-Luxury：Updating our tax rate assumptions(17页)

2026-08-09王**117页655.21K

20260728-Morgan Stanley-Luxury：Updating our tax rate assumptions(17页)

2026-08-09王**117页655.21K

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20260730-Morgan Stanley-Contemporary Amperex Technology Co. Ltd.（300750）New Market Share Strategy-260728(15页)

2026-08-09小****飞15页1.02M

20260730-Morgan Stanley-Contemporary Amperex Technology Co. Ltd.（300750）New Market Share Strategy-260728(15页)

2026-08-09小****飞15页1.02M

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20260728-Morgan Stanley-Internet：Where Are We Trading Now：Micro vs AI vs Macro(16页)

2026-08-09穿*捶16页6.35M

20260728-Morgan Stanley-Internet：Where Are We Trading Now：Micro vs AI vs Macro(16页)

2026-08-09穿*捶16页6.35M

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20260729-Morgan Stanley-Coca~Cola Co.（KO.US）Pouring It On： Reiterate OW as Top Pick Post a Strong Q2(15页)

2026-08-09里****i15页800.49K

20260729-Morgan Stanley-Coca~Cola Co.（KO.US）Pouring It On： Reiterate OW as Top Pick Post a Strong Q2(15页)

2026-08-09里****i15页800.49K

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