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(Classroom Companion_ Economics) Fabio Petri - Microeconomics for the Critical M.pdf
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Microeconomics Principles, Applications, and Tools -- Arthur O'Sullivan, St.pdf
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The micro-foundations of the early London capital market Bank of England shareho.pdf
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MICROECONOMICS PRINCIPLES, PROBLEMS, AND POLICIES 19ed -- Stanley L. Brue, Sean .pdf
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DISENTANGLING THE MICROFOUNDATIONS OF ACQUISITION BEHAVIOR AND PERFORMANCE.pdf
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The theory-based view Entrepreneurial microfoundations, resources, and choices.pdf
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External Economies and Economic Progress The Case of the Microcomputer Industry.rar
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Financial Analysis with Microsoft® Excel® 2016, 8E.zip
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microeconomics.zip
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styles.zip
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stoikov_micro-price.pdf
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Microsoft Access Data Analysis Unleashing the Analytical Power of Access (2006, .pdf
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Microeconomics 3rd Edition, Goolsbee, Levitt, Syverson_Austan Goolsbee, Steven L.txt
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David M. Kreps - Microeconomics for managers (2019) .rar
本附件包括：- David M. Kreps - Microeconomics for managers (2019) .pdf
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范Intermediate Microeconomics A Modern Approach 9e Hal R. Varian-TB.doc
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aer.112.6.1773.Design-Based Research in Empirical Microeconomics.pdf
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Daniel F. Spulber - Market Microstructure_ Intermediaries and the Theory of the .pdf
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microeconomics-an-intuitive-approach-with-calculus-2e-study-guide-2enbsped.pdf
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A. Colin Cameron, Pravin K. Trivedi - Microeconometrics Using Stata, Second Edit.txt
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Microeconomics, 9th Global Edition (Robert S. Pindyck Daniel L. Rubinfeld) (z-lib.org).pdf
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- 2022-9-3
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nicholson尼科尔森微观经济理论（答案+PPT+习题库）.rar
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本附件包括：
- United Microelectronics Corp. (2303.TW)_ Earnings review_ Improving earnings structure to better weather volatility; reiterat...(1).pdf
- Snap Inc. (SNAP)_ Q2'22 Review_ Downgrade to Neutral As Mixture of Macro and Platform Headwinds Likely to Persist Over Medium...(1).pdf
- 瑞银-中国投资策略-中国香港中小盘股主题五：SFPI内部的Alpha搜索(第二部分)-‘特殊的’和‘创新的’小巨头-2022.6.14-21页.pdf
- 瑞银-中国软件与服务行业-ERP：交付中断可能会推高收入；企业在云计算方面的支出具有弹性-2022.6.14-26页.pdf
- 瑞银-中国零售纸巾和卫生用品行业-是时候重新审视纸浆价格下跌趋势了-2022.6.10-31页.pdf
- 瑞银-中国电力行业-中国电力事业、可再生能源和电网：电力市场改革将推动行业重新评级-2022.6.13-42页.pdf
- 瑞银-亚太地区投资策略-台湾地区：资本市场的繁荣-周期性还是结构性？-2022.6.15-23页.pdf
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- 瑞银-全球投资策略-顶部的支持服务和底部的运输-2022.6.15-26页.pdf
- 瑞银-全球科技行业-技术重塑电动汽车供应链：机会在哪里？-2022.6.17-84页.pdf
- 瑞银-美股重型机械行业-租赁设备行业调查：尽管有通胀担忧，但租赁市场依然火爆-2022.6.17-30页.pdf
- 瑞银-美股投资策略-引领争辩：我们分析师的竞选股票观点-2022.6.15-68页.pdf
- 瑞银-美股石油和天然气行业-炼油基础知识专家电话会议的记录和反馈-资深石油分析师安迪·利波-2022.6.14-28页.pdf
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- 瑞信-中国激光行业-如何定位22年下半年的疲软期-2022.6.15-28页.pdf
- 瑞信-中国航运业-在供需中断中前行-2022.6.14-86页.pdf
- 瑞信-亚太地区投资策略-下半年展望：时代充满挑战，也有一线希望-2022.6.13-37页.pdf
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- 瑞信-亚太地区科技行业-亚洲反馈(半导体、半导体前端制造设备)：订单取消-2022.6.9-70页.pdf
- 瑞信-全球投资策略-全球股票策略：行业加入奢侈品和可再生资源及其他变化-2022.6.10-43页.pdf
- 瑞信-全球基础设施行业-丰富的活动正在加速；传达碳捕获和储存的背景-2022.6.15-102页.pdf
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- 摩根士丹利-新兴市场投资策略-全球新兴市场策略师：被拉回原位-2022.6.13-54页.pdf
- 摩根士丹利-全球投资策略-全球宏观策略师：对通胀感到厌倦-2022.6.10-86页.pdf
- 摩根士丹利-全球投资策略-全球供应链调查：公司最高管理层的想法-2022.6.9-37页.pdf
- 摩根士丹利-全球科技行业-地平线上的风暴乌云-2022.6.13-30页.pdf
- 德银-全球投资策略-德银全球消费者大会-2022.6.14-324页.pdf
- 德银-全球投资策略-德银QIS研究：全球因子监测-2022.6-76页.pdf
- 德银-全球化工行业-全球材料大会：主要收获-2022.6.10-21页.pdf
- 巴克莱-美股投资策略-美国中小盘股策略：小盘股的估值陷阱-2022.6.14-27页.pdf
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- 巴克莱-美股大盘银行业-压力测试预览：所有银行都应闪付并增加股息，股票回购在短期内退潮-2022.6.16-23页.pdf
- Zhongsheng Group (0881.HK)_ Impacts of Shenzhen's recent Omicron resurgence; Buy (on CL)(1).pdf
- Yum China Holdings (YUMC)_ First Take_ 2Q22 NI strong beat on opex control; expansion guidance_shareholder returns intact; Buy(1).pdf
- Yidu Tech Inc. (2158.HK)_ First take on setup of YD Capital(1).pdf
- WuXi AppTec Co. (2359.HK)_ 2Q22 beat driven by COVID-19 project delivery; continued effort to build capacity and capability f...(1).pdf
- Whirlpool Corp. (WHR)_ 2Q22 First Take(1).pdf
- What's Top of Mind in Macro Research_ Euro area recession, FOMC preview, markets brief relief(1).pdf
- Walmart Inc. (WMT)_ Lowered FY22 guidance on margin pressure(1).pdf
- Volkswagen (VOWG_p.DE)_ 2Q22 first take (1).pdf
- Visa Inc. (V)_ Key Takeaways from F3Q22 EPS_ Cross border recovery offsets FX headwinds to drive 3Q beat(1).pdf
- USA_ Raising Q2 GDP to +1.0% on Better-than-Expected June Trade Balance and Inventories(1).pdf
- USA_ Q2 GDP Declines 0.9% on Inventories and Structures Investment; Initial Claims Remain Elevated(1).pdf
- USA_ Home Price Growth Decelerates in May but Remains Elevated(1).pdf
- USA_ GS Economic Indicators Update(1).pdf
- USA_ FOMC Hikes 75bp; Makes Minimal Changes to the Post-Meeting Statement(1).pdf
- USA_ Consumer Confidence Decreases; Richmond Fed Manufacturing Index Improves; New Home Sales Fall; Lowering GDP Tracking(1).pdf
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- UBS-Morning comment _ Slowing is sensible.pdf
- UBS-Markets rally as Fed refrains from hawkish surprise.pdf
- UBS-Growth stocks likely to struggle despite tech earnings resilience.pdf
- UBS-Global Rates Strategy _Global Index Projections.pdf
- UBS-Fed meeting preview Top questions answered.pdf
- Twitter Inc. (TWTR)_ Q2 2022 Earnings Review(1).pdf
- The 720_ Reliance Industries, Global Markets, Taiwan Automation, ICICI Bank, FOMC, China HY Property(1).pdf
- The 720_ LG Chem_LG ES, China Tourism Group, SK Hynix, UMC, Shin-Etsu, Fanuc, BBRI & BBCA(1).pdf
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- The 720_ Alibaba, HKEx, China PM Sector, Sea Ltd, Energy Storage, JP Strategy, Unimicron(1).pdf
- Teva Pharmaceuticals (TEVA)_ First Take_ Opioid settlement agreement consistent with our expected range, new LT targets to come(1).pdf
- Squarespace Inc. (SQSP)_ Pricing and bundling key to balancing 2H macro (1).pdf
- Spotify Technology S.A. (SPOT)_ Q2'22 Earnings First Take(1).pdf
- 92.3 MB
- 2022-8-8
-
本附件包括：
- Microsoft Corp. (MSFT)_ PC and FX headwinds are more than offset by $100bn Cloud Revenue runrate, growing at 33% CC – F4Q22 R...(1).pdf
- Microsoft Corp. (MSFT)_ Expecting strong underlying trends amid FX volatility – F4Q22 preview (1).pdf
- CS-Visa Inc..pdf
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- Sichuan Swellfun Co. (600779.SS)_ Cautious Outlook Into 2H22; Maintain Neutral(1).pdf
- Sichuan Swellfun Co. (600779.SS)_ 2Q22 Miss on Covid Disruption to Consumption Scenarios, with Channel Inventory Management i....pdf
- Shopify Inc. (SHOP)_ Growth, margins likely approaching a trough(1).pdf
- Shell Plc (SHEL.AS)_ Strong set of 2Q results and cash flow generation support increased share buybacks; Buy (1).pdf
- Shanghai Putailai New Energy (603659.SS)_ 1H22 inline; Strong anode and separator shipment driven by EV growth; Stay Neutral(1).pdf
- ServiceNow Inc. (NOW)_ Expect solid quarter with embedded conservatism_ 2Q22 Preview(1).pdf
- ServiceNow Inc. (NOW)_ Estimates largely derisked as waning macro backdrop incorporated in guide - 2Q22 Results(1).pdf
- Sangfor (300454.SZ)_ HCI v6.8.0 launched; financial _ steel clients on cloudization, HCI, cybersecurity; Buy(1).pdf
- Samsung Electronics (005930.KS)_ Earnings Review_ 2Q22 inline with expectations_ A more disciplined memory investment the com...(1).pdf
- Retail_ Specialty Hardlines_ Sporting goods digital trends; Update on promotional activity(1).pdf
- Qualcomm Inc. (QCOM)_ FQ3'22 Wrap_ QTR beat but FQ4 guidance miss; High-end demand resilient even as handset market expectati...(1).pdf
- Puma (PUMG.DE)_ 2Q22E EBIT beat driven by strong sales momentum, albeit uncertain consumer demand leaves FY22E EBIT unchanged...(1).pdf
- Prosus_Naspers_ Release 4th update on buyback programme execution(1).pdf
- Pentair Plc (PNR)_ Execution on price-cost encouraging as volume slowdown comes into focus; remain Buy on favorable risk-reward(1).pdf
- Paccar Inc. (PCAR)_ Structural Parts margin improvement balanced by challenging cyclical outlook(1).pdf
- One 97 Communications (PAYT.BO)_ 1QFY23 preview_ Another quarter of elevated growth and improving margins; Buy(1).pdf
- NXP Semiconductors NV (NXPI)_ Solid results_guide, but we continue to await normalization in shipments; 2Q22 EPS recap(1).pdf
- NetEase Inc. (NTES)_ Thoughts on Diablo Immortal releases in China on 25 July; Buy(1).pdf
- Natural Gas_ Potential NS1 drop brings upside risk to our TTF forecast(1).pdf
- MS-The Thin Red Line.pdf
- MS-Sunday Start - 60-40 Isn’t Dead, Just Resting.pdf
- MS-Sound Bites 芯片之争 – 投资者反馈.pdf
- MS_McDonald'sCorporation _ NorthAmerica 2Q22_ Defensive Characteristics Show Up Around the World Amidst Growing Uncertainty_20220726.pdf
- MS_Internet _ NorthAmerica Where Are We Trading Now...Let Mega Cap EPS Begin_20220726.pdf
- MS -China Equity Strategy Focus List Changes.pdf
- Moody's Corp. (MCO)_ Ratings revenue soft in 2Q, with estimates largely de-risked and attention turning to recovery in 2023(1).pdf
- Miniso (MNSO)_ Addressing recent investor queries; Buy(1).pdf
- Milkyway (603713.SS)_ First Take_ 2Q22 a clean beat; Buy.pdf
- Milkyway (603713.SS)_ Earnings Review_ Raising estimates post strong 2Q22; maintain Buy(1).pdf
- Metals & Mining_ Models and single-name views as 2Q earnings accelerate(1).pdf
- Meta Platforms, Inc. (META)_ Q2'22 Review_ Macro Headwinds Replace Privacy Headwinds; Shift to Long Term Platform Transition ...(1).pdf
- Meta Platforms, Inc. (META)_ Q2 '22 Earnings First Take(1).pdf
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- MasterCard Inc. (MA)_ Key Takeaways from 2Q22 EPS(1).pdf
- Macro at a Glance_ Latest views and forecasts(1).pdf
- LVMH Moet-Hennessy Louis Vuitton (LVMH.PA)_ 1H22_ Sales +19% cFX with +6% EBIT beat; reiterate Buy, PT to EUR730 (was EUR700)(1).pdf
- Liberty Energy Inc. (LBRT)_ 2Q22 First Take_ Significant EBITDA Beat on Net Pricing, Activating Additional Fleets For 2022(1).pdf
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- Kraft Heinz Co. (KHC)_ Further relative under-performance seems unlikely from here; Up to Neutral(1).pdf
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- Kaiser Aluminum Corp. (KALU)_ First Take_ 2Q EPS and EBITDA miss on higher costs and Warrick supply chain challenges; Sell(1).pdf
- JPM-Global Data Watch Skating on thin ice during.pdf
- JPM-Global Commodities.pdf
- JPM-first to market.pdf
- JPM-Cross Asset Volatility Machine Learning Trading .pdf
- JPM-Commodities Oil Drilling Report Total US oil.pdf
- JPM-China’s housing market alarm bell rings again -2022-07-21.pdf
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- J.P.摩根-新兴市场投资策略-新兴市场边缘数据观察：有风险的副作用的强效药-2022.6.17-29页.pdf
- J.P.摩根-全球自动化行业-JPM&CSIA系统集成商调查：需求在高位达到顶峰-2022.6.17-58页.pdf
- J.P.摩根-全球投资策略-外汇年中展望：下半年货币需要了解的十件事-2022.6.17-51页.pdf
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- J.P.摩根-全球投资策略-J.P.摩根视角：告别负收益率-2022.6.15-92页.pdf
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- J.P.摩根-美股投资策略-2022年年中展望：更大的宽幅和更大的紧缩迫使更广泛的预测—移动到175个基点-2022.6.17-22页.pdf
- J.P.摩根-美股汽车行业-数字化二手和特许经营汽车经销商：行业思考与手册-2022.6.14-202页.pdf
- J.P.摩根-美股能源行业-J.P.摩根能源问题库：勘探和开采、综合石油和炼油、中游、油田服务和设备、公用事业和替代能源-2022.6.14-243页.pdf
- J.P.摩根-美股零售业-行业&公司深度研究(HAS, MAT, FNKO)-2022.6.16-66页.pdf
- J.P.摩根-美股保险行业-变额年金市场趋势：疲软的市场将损害近期的业绩；尾部风险是长期的担忧-2022.6.17-32页.pdf
- J.P.摩根-美股半导体行业-J.P.摩根半导体和半导体资本设备公司-2022.6-40页.pdf
- Iron Ore - From scarcity to glut(1).pdf
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- HSBC-中国运输与物流行业-上海运输与物流8月可全面恢复-2022.6.16-24页.pdf
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- HSBC-中国能源行业-中国太阳能设备：太阳能电池市场可能出现范式转变-2022.6.14-26页.pdf
- HSBC-中国PCB行业-触底反弹；关注苹果相关FPC-2022.6.15-21页.pdf
- HSBC-亚太地区投资策略-亚太地区利率：加速加息-2022.6.16-32页.pdf
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- HSBC-The Major bond letter.PDF
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- GS MINING_ Amplats __ Iron ore __ SIG __ China steel production __ Las Bambas __ Natural Gas NS1(1).pdf
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- 2022-7-29
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基于Adel S. Sedra, Kenneth C. Smith 微电子电路 第6版 习题答案Microelectronic Circuits.pdf
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