GS Equity Radar_ 2025 Macro Outlooks _ Carbonomics _ New Ideas _ Europe Pharma _ US Capex Views _ China Consumer

20251103-广发证券-广发宏观：如何量化“叙事”对资产定价的影响

Bloomberg：There’s a $10 Trillion Antidote to Trump’s Climate Backlash

MS Starbucks Corp._ Back to the Future; A New China JV

JPM_US Market Intell Morning Briefing_20251104

Jefferies China 15th FYP_ Chemical Risk Shift For US Chemicals

GS TMT SPEC SALES_ TEF FCF cut; OpenAI Amazon deal; NEM beat but mixed; Agencies Coke uses AI for another Ad; Questions on ADYEN and UMG