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20260728-Morgan Stanley-A Comprehensive Framework Ahead of French Elections(56页)

2026-08-09忘**情56页3.14M

20260728-Morgan Stanley-A Comprehensive Framework Ahead of French Elections(56页)

2026-08-09忘**情56页3.14M

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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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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-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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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-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-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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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-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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20260730-Morgan Stanley-Muyuan Foodstuff Co. Ltd（002714）：Longer Road to Recovery-260728(23页)

2026-08-09浪****缺23页1.63M

20260730-Morgan Stanley-Muyuan Foodstuff Co. Ltd（002714）：Longer Road to Recovery-260728(23页)

2026-08-09浪****缺23页1.63M

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20260728-J.P. Morgan-Harvey AI Corp：Contracting the Future(40页)

2026-08-09因****幌40页29.87M

20260728-J.P. Morgan-Harvey AI Corp：Contracting the Future(40页)

2026-08-09因****幌40页29.87M

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20260728-UBS-ASEAN Equity Strategy：Can ASEAN benefit beyond AI？(28页)

2026-08-09F********628页4.16M

20260728-UBS-ASEAN Equity Strategy：Can ASEAN benefit beyond AI？(28页)

2026-08-09F********628页4.16M

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20260727-Bernstein-Americas Energy & Transition：Americas Gas： Will a strong El Nino dampen gas equities this winter？(30页)

2026-08-09F********630页5.37M

20260727-Bernstein-Americas Energy & Transition：Americas Gas： Will a strong El Nino dampen gas equities this winter？(30页)

2026-08-09F********630页5.37M

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20260727-Goldman Sachs-Global： GS Economic Indicators Update： Global Activity Indicators Surprise to the Upside(29页)

2026-08-09刘*栋29页10.5M

20260727-Goldman Sachs-Global： GS Economic Indicators Update： Global Activity Indicators Surprise to the Upside(29页)

2026-08-09刘*栋29页10.5M

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20260728-Goldman Sachs-Siemens Energy （ENR1n.DE）New Gas Service targets should provide further growth visibility(40页)

2026-08-09么*汀40页16.86M

20260728-Goldman Sachs-Siemens Energy （ENR1n.DE）New Gas Service targets should provide further growth visibility(40页)

2026-08-09么*汀40页16.86M

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20260727-BofA Securities-Booking Holdings Inc.（BKNG.US）Expect inline 2Q， lowering 3Q on ME and FX pressures； Buy(22页)

2026-08-09阿***522页648.69K

20260727-BofA Securities-Booking Holdings Inc.（BKNG.US）Expect inline 2Q， lowering 3Q on ME and FX pressures； Buy(22页)

2026-08-09阿***522页648.69K

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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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20260729-摩根大~1(48页)

2026-08-09我*****逊48页3.78M

20260729-摩根大~1(48页)

2026-08-09我*****逊48页3.78M

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20260727-Morgan Stanley-Internet-North America The Paths to 25-50% GenAl ROIC(23页)

2026-08-091*******023页1.91M

20260727-Morgan Stanley-Internet-North America The Paths to 25-50% GenAl ROIC(23页)

2026-08-091*******023页1.91M

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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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