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GS Enphase Energy Inc. (ENPH)Near-term outlook not as bad as feared, owing to safe harbor + Europe; SST customer traction potential next catalyst; Buy

海外研报

GS Amazon.com Inc. (AMZN) Q2’26 Review AWS Revenue Growth & Operating Margins Support the RoIC Behind AI Investments; Overall Profit Margin Multi-Year Thesis Building in Momentum

海外研报

Rabobank global_strategy_list-ing_the_cans_of_mercantilism(1)

海外研报

GS Midday Market Intelligence_ data

海外研报

GS CEE_ Aggregate PMI Rises Slightly, CAI Broadly Stable

海外研报

GS Europe Multi-Industry_ Food for Thought_ Global data points

海外研报

GS EM Sovereign Credit Monitor_ Revising Our 12-Month Spread Target Tighter

海外研报

GS European Daily_ BoE—How Different Would Policy Be Under a Dual Mandate_

海外研报

GS Market Intelligence_ US Morning Update

海外研报

GS European Economics Analyst_ BoE—An Optimal Policy Perspective (Stehn_Moberly)

海外研报