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DB - Microsoft (2)

海外研报

GS Microsoft Corp. (MSFT)_ Reaching EPS inflection point as OpenAI investments priced in, CapEx growth moderates and Azure re-ac...

海外研报

MS - Sunday Start - A Macro Take on DeepSeek and the Promise of AI_20250202

海外研报

GS WEC Energy Group (WEC)_ Incremental investment provides upside, but longer date

海外研报

GS The 720_ Alibaba, Xiaomi, Humanoid Robots, Two Sessions preview, China Property, Laopu Gold, Bilibili

海外研报

GS Hasbro Inc. (HAS)_ Earnings Review_ Maintain balanced view following 4Q24 results & new multi-year outlook

海外研报

GS Workday Inc. (WDAY)_ Ready to move again_ growth stabilizing and margin inflection - F4Q25 Results

海外研报

DB_Next week...this week_20250228

海外研报

Barclays_Thinking Macro Trading the March NPC_20250304

海外研报

CACIB Buy the USD vs the JPY and CHF

海外研报