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GS TMT SPEC SALES_ Adyen small miss; Software continues to roll; RELX solid; Swisscom solid Q; Tieto guides margins well above

海外研报

GSX - software trade

海外研报

JPM_US Market Intell Macro Week Ahead

海外研报

Barclays - Quantum Computing Correcting the biggest investor myths around quantum_20260206-1

海外研报

BofA_FX Viewpoint Can the dollar afford “affordability”?

海外研报

BofA_US Economic Weekly Investment is not just an AI story in 2026_20260213

海外研报

BofA_FX and Rates Sentiment Survey Sour dollar_20260213

海外研报

GS US Weekly Kickstart_ Current earnings strength versus the narrative of future AI earnings disruption

海外研报

GS Weekly Fund Flows_ Slowing Flows into Cyclicals

海外研报

GS Japan Portfolio Strategy_ Finding multiple ways to win again_ CY2026 1H corporate governance playbook

海外研报