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  • 投资策略02-2022.rar

    本附件包括:
    • 投资策略专题报告:70年代的投资巨星,巴菲特和彼得林奇如何赢在1970s?-20220412-财通证券-21页.pdf
    • 策略专题研究:“股债双杀”如何破局?-20220321-国信证券-15页.pdf
    • 可选消费行业投资策略:可选消费防御专题,布局低估值,寻找新亮点-20220314-开源证券-52页.pdf
    • 策略深度:“资本周期”框架在A股市场的应用-20220325-国信证券-22页.pdf
    • 投资策略专题报告:对话1970,日本“转型牛”的启示-20220414-财通证券-28页.pdf
    • A股策略聚焦:当前市场的三大背离和三个临界点-20220313-中信证券-27页.pdf
    • 策略研究·深度报告:中观行业超额收益追踪图谱(2022.3)-20220323-国信证券-45页.pdf
    • A股市场2022年二季度投资策略报告:筑底过程弱化风格,关注业绩存增长预期的方向-20220331-渤海证券-26页.pdf
    • 策略专题报告:国内宽松受海外掣肘,价值风格占优-20220410-东北证券-32页.pdf
    • 2022年二季度大类资产配置报告:国内外风险犹存,业绩望成催化剂-20220331-渤海证券-15页.pdf
    • J.P. 摩根-全球投资策略-ESG研究团队第七届年会的关键要点-2022.4.4-78页.pdf
    • 春季白糖专题策略:柳暗花明又一春-20220408-东吴期货-19页.pdf
    • 策略深度:2022年第二季度大类资产配置报告-20220331-财信证券-28页.pdf
    • 资产配置专题报告:金融周期视角下大类资产如何配置-20220329-渤海证券-16页.pdf
    • 策略专题:复盘PPI拐点前后的行业表现-20220414-中泰证券-17页.pdf
    • 2022年3月大类资产配置报告:俄乌冲突局势缓和,A股市场迎配置机会-20220315-渤海证券-16页.pdf
    • 2022年二季度大类资产配置展望-20220401-东方证券-29页.pdf
    • 指数基金产品研究系列报告之一百十四:高安全边际叠加稳定收益,红利策略配置价值提升,华泰柏瑞红利ETF投资价值分析-20220328-申万宏源-21页.pdf
    • 策略专题报告:信用波折无需担忧,短期超跌反弹延续-20220313-东北证券-28页.pdf
    • 策略专题报告:疫后修复,稳增长与边际改善是主线-20220405-东北证券-23页.pdf
    • 策略专题报告:外部风险消减,政策底后市场底已近-20220320-东北证券-27页.pdf
    • A股策略聚焦:稳增长二次发力的政策选项-20220327-中信证券-23页.pdf
    • A股策略聚焦:政策二次集中发力,把握中期修复趋势-20220405-中信证券-23页.pdf
    • A股策略专题报告:磨底亦可进攻-20220327-东兴证券-18页.pdf
    • 策略专题:聚焦中小市值轮动,地产之后或是成长-20220408-中泰证券-15页.pdf
    • 全球大类资产50年复盘及B-L框架下的推演:安度减弱版“欧美滞胀和全球博弈叠加期”-20220319-国泰君安-27页.pdf
    • A股策略专题报告:转向积极-20220406-东兴证券-21页.pdf
    • 大类资产配置报告:2022年二季度大类资产配置报告-20220408-方正证券-20页.pdf
    • 金融工程专题报告:全球多资产配置,意义、策略与方法-20220331-华宝证券-20页.pdf
    • 衍生品专题报告:跨品种套利策略(1),50ETF与300ETF期权-20220331-渤海证券-18页.pdf
    • 投资策略专题:反弹买什么?-20220318-国联证券-15页.pdf
    • 策略专题研究报告:从历次外资流出行为看当前配置思路-20220320-国海证券-25页.pdf
    • 策略专题研究:1-2月的迷思,经济数据VS.上市公司业绩预告-20220318-民生证券-17页.pdf
    • 策略专题研究报告:中美利差倒挂影响几何?-20220409-国海证券-22页.pdf
    • 银行业2022春季策略研讨会:转债概念股投资专题,银行转债对正股行情的催化作用分析-20220322-国泰君安-37页.pdf
    • 大类资产配置季报(2022年二季度)-20220406-中航证券-34页.pdf
    • 基金产品研究系列报告(一):权益基金分析框架,多元立体策略分类及解析-20220328-国海证券-28页.pdf
    • 策略专题研究报告:政策底到市场底如何演绎?-20220327-国海证券-26页.pdf
    • A股策略聚焦:市场回归常态,把握共振上涨行情-20220320-中信证券-24页.pdf
    • 大类资产配置月报第9期:2022年4月,中美货币政策短期内延续分化,超配A股和国内大宗-20220406-华安证券-24页.pdf
    • 策略专题报告:“政策底”到“市场底”,A股历次筑底有何特征-20220330-华西证券-15页.pdf
    • 策略专题报告:历史上熊市反弹中哪些板块更强?-20220407-信达证券-23页.pdf
    • 固定收益专题:数字化转型下银行转债投资策略-20220330-上海证券-19页.pdf
    • 2022年4月策略月报:市场预期转暖,A股结构性反弹可期-20220330-万联证券-19页.pdf
    • 【方正海外策略】今年A股会比港股更好么?-20220328-方正证券-24页.pdf
    • 策略专题报告:如果疫情缓解,如何把握线下经济修复投资线索?-20220407-西部证券-25页.pdf
    • A股策略专题:赛道与新兴产业系列(三),上市公司盈利前瞻,兼论1_2月经营数据-20220325-国泰君安-15页.pdf
    • 权益策略专题报告:地产板块分析框架-22页.pdf
    • 策略专题报告:我国“固收+”市场发展趋势与产品概览-20220322-方正证券-21页.pdf
    • 策略专题报告:如何看待当下市场风格的演绎-20220410-西部证券-15页.pdf
    • A股策略聚焦:把握贯穿二三季度的中期修复行情-20220410-中信证券-17页.pdf
    • 策略专题报告:后疫情时代还有哪些方向值得关注-20220320-西部证券-15页.pdf
    • 策略专题报告:如果海外疫情再度反复,对市场会有哪些影响-20220327-西部证券-19页.pdf
    • 2022年4月大类资产配置月报:股债均有做多机会-20220401-中信证券-15页.pdf
    • 策略专题研究报告:市场调整后的性价比如何?-20220312-国海证券-17页.pdf
    • 大类资产配置专题九:基于一致预期基本面信息与估值匹配度的板块轮动策略-20220320-西部证券-21页.pdf
    • 策略专题报告:景气仍是市场反弹主线-20220313-西部证券-15页.pdf
    • 大宗商品策略专题报告:后疫情时代的美国劳动力市场-20220328-中信期货-15页.pdf
    • 策略专题报告:盈利一致预期有效性探析-20220329-方正证券-34页.pdf
    • 行业轮动专题报告:聚合数据下的周频策略-20220415-中信期货-15y页.pdf
    • “固收+”策略研究系列(一):“固收+”降波指南-20220324-国海证券-24页.pdf
    • 策略数字专题系列之数据交易定价篇:数据交易对哪些行业有望带来资产重估?-20220401-申万宏源-35页.pdf
    • 策略专题研究:疫情往事,危机与复兴-20220401-民生证券-21页.pdf
    • A股策略投资框架系列专题(一):基于信用周期的A股投资框架-20220403-西部证券-20页.pdf
    • 新材料系列策略专题报告四:能源新材料,潮水退后,试看真金-20220408-国泰君安-18页.pdf
    • 策略研究深度报告:俄乌冲突结果预演以及对各行业影响分析-20220316-湘财证券-33页.pdf
  • 80.43 MB
  • 2022-5-17
  • Nordhaus2000-2018合集.zip

    本附件包括:
    • William Nordhaus, 2004. _Retrospective on the 1970s Productivity Slowdown.pdf
    • Arrow, Kenneth J. & Cropper, Maureen L., 2012. _How Should Benefits and Costs Be Discounted in an Intergenerational Context_ The Views of an Expert Panel,.pdf
    • Kenneth Gillingham & William D. Nordhaus, 2015. _Modeling Uncertainty in Climate Change_ A Multi-Model Comparison,.pdf
    • Nordhaus, William D., 2005. Economics, Politics and the 2004 Election Electoral Victory and Statistical Defeat.pdf
    • Nordhaus, William D., 2005. Schumpeterian Profits and the Alchemist Fallacy Revised.pdf
    • Richard S. J. Tol & Kenneth J. Arrow , 2013. _How Should Benefits and Costs Be Discounted in an Intergenerational Context_.pdf
    • William D. Nordhaus Andrew Moffat, 2017. Evolution of Modeling of the Economics of Global Warming Changes in the DICE model.pdf
    • William D. Nordhaus & Andrew Moffat, 2017. _A Survey of Global Impacts of Climate Change_ Replication, Survey Methods, and a Statistical Analysis,_.pdf
    • William D. Nordhaus & John R. Oneal & Bruce Russett, 2009. The Effects of the Security Environment on Military Expenditures Pooled Analyses of 165 Countries, 1950-2000.pdf
    • William D. Nordhaus & Xi Chen, 2012. Improved Estimates of Using Luminosity as a Proxy for Economic Statistics New Results and Estimates of Precision.pdf
    • William D. Nordhaus, 2000. New Data and Output Concepts for Understanding Productivity Trends.pdf
    • William D. Nordhaus, 2000. Alternative Methods for Measuring Productivity Growth.pdf
    • William D. Nordhaus, 2001. The Progress of Computing,.pdf
    • William D. Nordhaus, 2001. _Productivity Growth and the New Economy.pdf
    • William D. Nordhaus, 2002. The Mildest Recession Outputs, Profits, and Stock Prices as the U.S. Emerges from the 2001 Recession.pdf
    • William D. Nordhaus, 2002. The Economic Consequences of a War with Iraq.pdf
    • William D. Nordhaus, 2002. _The Health of Nations_ The Contribution of Improved Health to Living Standards.pdf
    • William D. Nordhaus, 2004. Retrospective on the Postwar Productivity Slowdown.pdf
    • William D. Nordhaus, 2004. _Schumpeterian Profits in the American Economy_ Theory and Measurement.pdf
    • William D. Nordhaus, 2006. _Baumol's Diseases_ A Macroeconomic Perspective.pdf
    • William D. Nordhaus, 2006. _The Economics of Hurricanes in the United States,.pdf
    • William D. Nordhaus, 2006. _The _Stern Review_ on the Economics of Climate Change.pdf
    • William D. Nordhaus, 2009. Alternative Policies and Sea-Level Rise in the RICE-2009 Model.pdf
    • William D. Nordhaus, 2009. Measurement of Income with Time Use with Applications to Hedonic Indicators of Happiness and Misery.pdf
    • William D. Nordhaus, 2009. _An Analysis of the Dismal Theorem.pdf
    • William D. Nordhaus, 2009. _The Perils of the Learning Model For Modeling Endogenous Technological Change.pdf
    • William D. Nordhaus, 2011. Integrated Economic and Climate Modeling,.pdf
    • William D. Nordhaus, 2011. Estimates of the Social Cost of Carbon Background and Results from the RICE-2011 Model,.pdf
    • William D. Nordhaus, 2015. _Are We Approaching an Economic Singularity_ Information Technology and the Future of Economic Growth.pdf
    • William D. Nordhaus, 2016. _Projections and Uncertainties About Climate Change in an Era of Minimal Climate Policies.pdf
    • William D. Nordhaus, 2017. _Evolution of Assessments of the Economics of Global Warming_ Changes in the DICE model, 1992 – 2017.pdf
    • William D. Nordhaus, 2018. _Global Melting_ The Economics of Disintegration of the Greenland Ice Sheet,_.pdf
    • William Nordhaus, 2005. _Life After Kyoto_ Alternative Approaches to Global Warming.pdf
    • William Nordhaus, 2005. _The Sources of the Productivity Rebound and the Manufacturing Employment Puzzle.pdf
    • Xi Chen & William D. Nordhaus, 2010. _The Value of Luminosity Data as a Proxy for Economic Statistics.pdf
  • 16.4 MB
  • 2018-10-16
  • panic at the pump - the energy crisis and the transformation of american politic.rar
       panic at the pump - the energy crisis and the transformation of american politics in the 1970s (2016

    本附件包括:
    • panic at the pump - the energy crisis and the transformation of american politics in the 1970s (2016.epub
  • 3.86 MB
  • 2016-5-19
  • 文献.rar
       楼主需要的2篇文章

    本附件包括:
    • Asian Survey Volume 10 issue 5 1970 [doi 10.2307-2642391] Leon Hollerman -- Liberalization and Japanese Trade in the 1970s.pdf
    • Journal of Small Business & Entrepreneurship Volume 5 issue 3 1988 [doi 10.1080-08276331.1988.10600296] Knight, Russell M. -- ENTREPRENEURIAL JOINT-VENTURE STRATEGIES.pdf
  • 1.54 MB
  • 2015-11-22
  • Heavy_and_Chemical_Industry_Promotion_Policy_1970s.zip
       韩国70年代重化工产业发展政策 Heavy_and_Chemical_Industry_Promotion_Policy_1970s

    本附件包括:
    • Heavy_and_Chemical_Industry_Promotion_Policy_1970s.pdf
  • 1.3 MB
  • 2013-5-21
  • 53899.rar
       [下载]Robert Barsky Lutz Kilian: OIL AND THE MACROECONOMY SINCE THE 1970s

    本附件包括:
    • Oil and the Macroeconomy Since the 1970s.pdf
  • 169.96 KB
  • 2006-5-26
  • 53898.rar
       [下载]Robert Barsky Lutz Kilian OIT AND THE MACROECONOMY SINCE THE 1970s

    本附件包括:
    • Oil and the Macroeconomy Since the 1970s.pdf
  • 169.96 KB
  • 2006-5-26
  • 4865.rar
       Oil and the Macroeconomy Since the 1970s

    本附件包括:
    • Oil and the Macroeconomy Since the 1970s.pdf
  • 169.96 KB
  • 2004-12-6
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