海外研报
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20260621-高盛-瑞幸咖啡-LKNCY.US-中国内地市场增长路径清晰，门店数有望达到5.5万家；利润率和股东回报带来上行空间；首次覆盖评为买入（摘要）

海外研报

20260622-高盛-中国耐用消费品：家电行业追踪，2026年5月，内需依然疲弱，但进入6月之后比较基数走低，关注618大促；出口环比改善

海外研报

ANZ Global_oil_market_tracker_issue_6

海外研报

DB- Precious Special Report- Hawks drive out bulls

海外研报

DB- US Economic Notes- What you need to know for the week ahead

海外研报

GS 10 Industry Themes for 2026 (Mid-Year Update) US Internet & Interactive Entertainment Coverage Universe

海外研报

GS AMERICAS TECHNOLOGY: SOFTWARE Thoughts on the Software Ecosystem post Databricks DAIS (SNOW, PLTR, MSFT, Apps)

海外研报

JPM_APAC THEMATICS - US & Iran talks: Ignore the negotiating bluster & buy the dip : Constructive geopolitical window: Through early July : HF Positioning: Neutral territory : Fed call: No hikes in 2H26

海外研报

JPM_FX Strategy Presentation: Bullish beta, bullish USD

海外研报

JPM_MU Buyside Bars, Tech HW Pre-Q Check-ins, HDDs, AI Capex, WFE TAM, AAPL, AVGO

海外研报