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  • 国际投行研究分析资料2022-02.zip

    本附件包括：
    • What's Top of Mind in Macro Research_ Euro area recession, FOMC preview, markets brief relief(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
    • 瑞银-亚太地区科技行业-尽管需求令人担忧，但ABF仍处于短缺状态-2022.6.17-31页.pdf
    • 瑞银-亚太地区金融行业-台湾地区金融业：偏好利率杠杆和较好能见度的银行；买入CTBC和Chailease-2022.6.15-32页.pdf
    • 瑞银-亚太地区电信行业-泰国电信业：合并前的移动通信竞争愈演愈烈-2022.6.13-27页.pdf
    • 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
    • 瑞银-美股互联网服务行业-美国在线广告：降低对在线广告的预期；第二季度预览-2022.6.15-32页.pdf
    • 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
    • 瑞信-亚太地区科技行业-亚洲反馈(硬件)：IT相关需求下滑；4-6月电子元件需求疲软，但从7-9月有望复苏-2022.6.9-113页.pdf
    • 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
    • 瑞信-全球工业自动化行业-汉诺威工业博览会全文下载：为‘软件定义’做好准备-2022.6.15-28页.pdf
    • 瑞信-美股护理&医疗保健行业-关键辩论一览：重新确定、交换和衰退；仍对MCO有利-2022.6.16-37页.pdf
    • 瑞信-美股保险行业-私人乘用车保险：近期的损失成本压力，中期的改善；和长期的转型-2022.6.17-21页.pdf
    • 摩根士丹利-亚太地区房地产行业-如何为利率上升做好准备-2022.6.14-40页.pdf
    • 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
    • 巴克莱-美股软件行业-夏季巴士之旅的收获-2022.6.14-34页.pdf
    • 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
    • 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
    • US Thematic Views_ Challenges remain for unprofitable growth stocks despite valuation reset(1).pdf
    • US Economics Analyst_ A Surprisingly Small Budget Deficit (Phillips_Krupa)(1).pdf
    • United Microelectronics Corp. (2303.TW)_ Earnings review_ Improving earnings structure to better weather volatility; reiterat...(1).pdf
    • UBS-Supply constraints likely to.pdf
    • UBS-Supply constraints likely to prompt further commodity price gains.pdf
    • UBS-Prepare for volatility ahead.pdf
    • UBS-Picking up the pieces in crypto.pdf
    • 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
    • The 720_ China Financials - Real Estate Fund, Kotak, Shanghai M&G, Infosys, US Unprofitable Growth Stocks, Iron Ore(1).pdf
    • The 720_ Asia Strategy, China Consumer, Samsung Electronics, Keyence, Mandiri, Naver, China - Politburo Meeting(1).pdf
    • 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

  • 一分钟英语13.zip

    本附件包括：
    • If The Shoe Fits.mp4
    • In Your Dreams.mp4
    • It's Raining Cats and Dogs 倾盆大雨.mp4
    • It's Up To You.mp4
    • Its Been Ages.mp4
    • Jack Of All Trades 万事通.mp4
    • Keep Your Chin Up.mp4
    • Keep Your Fingers Crossed.mp4
    • Make Up Your Mind.mp4
    • Miss The Point.mp4
    • My Two Cents 个人浅见.mp4
    • No Pain, No Gain.mp4
    • Off The Top Of My Head.mp4
  • 60.74 MB
  • 2015-4-10

  • GS-Top of Mind（解压密码www.investlism.com）.zip

    本附件包括：
    • GS-Top of Mind：Demystifying the China Handover.pdf
    • GS-Top of Mind：Oil on the boil—again？.pdf
    • GS-Top of Mind：Staring Down the Fiscal Cliff.pdf
    • GS-Top of Mind：The Big Ease.pdf
    • GS-Top of Mind：US Election Inspection.pdf
  • 5.16 MB
  • 2012-11-8

  • 2012年6月以后的外行研究报告.zip

    本附件包括：
    • BoFA ML-Expectations reset ／ valuation attractive – reiterate Buy.pdf
    • Citi-Asia Pacific Metals & Mining：Sector Could Work Through Year End; 2013 Outlook Less Clear.pdf
    • Citi-Beverage Sector – Initiation of Coverage：In Search of Operating Leverage….pdf
    • Citi-Global Gaming：A Tale of Two Cities; Trends on Cotai and the Peninsula Diverge.pdf
    • Citi-Lithium-ion batteries：A Japanese tech growth story／？.pdf
    • Credit Suisse-Asia Telecoms Sector.pdf
    • Credit Suisse-Insurance Sector：Seeing clearly now the rain has gone.pdf
    • Goldman Sachs-Asia Pacific：Financial Services：The elephant slims down and gets focused：Prefer HSBC to STAN.pdf
    • Goldman Sachs-Automobiles：OEM actions in Europe inadequate for acceptable returns,prefer global players with scale.pdf
    • HSBC-Evolution or Devolution？Whats next for European bank credit.pdf
    • HSBC-GEM Chemicals：Growth math.pdf
    • HSBC-On top of the data：Breaking lower, again.pdf
    • J.P.Morgan-Asia Pacific Transport Logistics Strategy：Focus on Asian demand.pdf
    • J.P.Morgan-HK／China Consumer：Leave macro aside and focus on bottom-up drivers.pdf
    • Morgan Stanley-Airlines：Co-Pilot： AMR M&A FAQs Part 3.pdf
    • Morgan Stanley-Maritime Industries：Is Asia slowing.pdf
    • Morgan Stanley-The Commodity Manual：Asian Crude Demand Lackluster on Turnarounds.pdf
    • UBS-What is happening to the Chinese tourist／？.pdf
    • UBS-When will the Chinese inventory drag ease／？.pdf
  • 27.48 MB
  • 2012-10-31

  • 3Marcelo.Zarvos.-.[大而不倒.-.Too.Big.To.Fail].专辑.(mp3).rar
       too big to fail 11-15

    本附件包括：
    • 13-The great depression.mp3
    • 14-I have a company to save.mp3
    • 15-They’re not On top of it.mp3
    • 11-Capital injections.mp3
    • 12-We don’t want to import your cancer.mp3
  • 23.16 MB
  • 2012-1-15
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