海外研报
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GS Johnstone - GS TMT SPEC SALES Net vs gross confusion; SpaceX buys spectrum ve Telcos; Rightmove no announcement; Classified incoming 9 Oct 2026

海外研报

20261008-高盛-全球策略：投资于差异化的亚洲市场（摘要）

海外研报

20261009-高盛-中国旅游休闲行业黄金周总结：国内旅游需求平淡， 出境游需求强劲；机票涨价促使更多旅客流向邻近的港澳及其他短途目的地（摘要）

海外研报

BofA - China Chart book series 206 - Improved Golden Week tourism, accelerated constructions - 2026-10-09

海外研报

BofA - Global Economic Weekly - Time inconsistent fiscal policies - 2026-10-09

海外研报

BofA - US Power & Utilities - Watt's On Tap Next Week - 2026-10-09

海外研报

GS AEJ Week Ahead_ China inflation, trade and credit data

海外研报

GS China Economic Activity and Policy Tracker_ Oct 9

海外研报

GS China_ PBOC defends its FX policy amid growing external pressures

海外研报

GS Europe Weekly Kickstart_ France 2027_ Cheap, But Who Is Going to Buy_

海外研报