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GSFaratronic (600563.SS) 2Q26 GPM came in 3pp above GSe with further improvement expected into 2H26E Buy

海外研报

GS-Global_PMI_Monitor：_Manufacturing_Employment_Rises_in_Europe

海外研报

GS-Global_Markets_Daily：_Jackson_Hole：_Roadmap_2026

海外研报

JPM Flows & Liquidity - Are large enterprises spending $1.5tr on AI already

海外研报

JPM PI - Weekly Wrap - Aug 23

海外研报

JPM-China：_Fiscal_spending_slowed_even_as_revenue_accelerated_Catchup_in_fiscal_ex

海外研报

MetLife Investment Grade Corporate Market Review and Outlook Q2 2026

海外研报

MS - Enter Long 5y Linker

海外研报

MS - Japan Rates Strategy - Fiscal Risk Keeps JGB Long End Under Pressure

海外研报

MS - Our Views After Treasury Announced Larger Buybacks

海外研报