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GS Euro Area_ Launching Our 2026 Q1 Area-Wide GDP Tracking Estimate at +0.29_

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CITI-The Speculative Grade Beat： Keeping Our Bond （Allocation）

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Salesforce Inc. (CRM): First Take on F2Q25 Results

Salesforce is indicated up 4% AH as F2Q25 with sub revenue +9% yoy (+10% inCC) vs FactSet consensus’ 8.4%, OM of 33.7% (vs expectations for 32%), cRPO
海外研报

GS - What Matters Today_ Higher Oil for Longer_, Buying of AI Enablers, Opportunities in EM Given the Oil Shock, Central Banks on Hold and Rising Hike Risks - 20Mar26

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ECB—Recent Commentary Points to Limited Change in the Projections and Communication in September

BOTTOM LINE: Recent ECB commentary has argued that the incoming data broadlyconfirms the baseline scenario and that policy rates can be lowered further if the
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SocGen - On Our Minds - We still expect the next rate hike in April

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GS Hangzhou First Applied Material (603806.SS)_ Raise TP on solar film price hike and unit profitability expansion potential

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GS--Aurora Innovation Inc. (AUR): 2024 Communacopia + Technology Conference — Key Takeaways

Presenters: Chris Urmson, co-founder and CEO, presented at the Communacopia +Technology Conference.
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GS US Consumer Dashboard_ March 2026_ Consumer Outlook Weakens on Higher Energy Prices(1)

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GS US_Top_Ideas_2Q26

海外研报