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GS S&P 500 Beige Book_ 3 themes from 1Q 2025 conference calls_ Tariffs, consumers, and AI

海外研报

GS Global_ GS Economic Indicators Update_ US FCI Eases on China Tariff Pause

海外研报

GS Alibaba Group (BABA)_ 4QFY25 First Take_ Taobao-Tmall beat; Cloud came in line; focuses on take rate outlook_cloud margins; Buy

海外研报

20250519-CITI-China Economics：Is the Exports~Driven Growth Model Back Amid Tariffs？

海外研报

GS Europe Retail_ Mid-Year European Retail Outlook & Strategy_ Having lowered European consumer HAC to c.+2

海外研报

GS Europe Internet & Media Daily_ AUTOA __ INPST __ RELX __ HAVAS __ WLSNc

海外研报

20250602-Nomura-The weekly China chart book： Export rebound， property decline and fragile US~China t

海外研报

ANZ The_Vault_a_calm_before_the_next_climb

海外研报

GS Argentina_ Inflation Eased to a Five-Year-Low 1.5_ mom in May (Armella)

海外研报

GS Global_ GS Economic Indicators Update_ G10 Wage Pressures Soften

海外研报