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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-G10 FX Strategy：FX Positioning Indicates Investors Increased Long DXY Positions Ahead of the Fed(9页)

2026-08-09王*军9页552.52K

20260727-Morgan Stanley-G10 FX Strategy：FX Positioning Indicates Investors Increased Long DXY Positions Ahead of the Fed(9页)

2026-08-09王*军9页552.52K

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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-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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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-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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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-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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20260729-Morgan Stanley-Skyworks Solutions Inc（SWKS.US）Solid quarter， deal closing early， offset by dividend suspension(15页)

2026-08-09梨*儿15页7.21M

20260729-Morgan Stanley-Skyworks Solutions Inc（SWKS.US）Solid quarter， deal closing early， offset by dividend suspension(15页)

2026-08-09梨*儿15页7.21M

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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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