国际投行报告-PDF版

美银BofA：2026年菲律宾消费行业展望：宏观逆风下营收增长温和 利润率有望改善-260108（英文版）（24页）.pdf

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2026-01-26 24页 5星级

美银BofA：2026年美国生物制药行业展望：聚焦Amphastar、Catalyst Pharma与Supernus-260107（英文版）（22页）.pdf

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2026-01-26 22页 5星级

美银BofA：2026年欧洲基础设施行业展望：法国基建投资的兴衰周期-260113（英文版）（45页）.pdf

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2026-01-26 45页 5星级

美银BofA：2026年拉丁美洲TMT行业展望：科技板块机会凸显 电信板块估值偏高-260112（英文版）（34页）.pdf

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2026-01-26 34页 5星级

美银BofA：2026年美国清洁能源行业展望：政策明朗奠定基础 电网现实主导周期-260109（英文版）（45页）.pdf

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2026-01-26 45页 5星级

美银BofA：2026年亚太科技行业展望：聚焦AI供应链短缺-260113（英文版）（66页）.pdf

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2026-01-26 66页 5星级

美银BofA：2026年日本电子元件行业展望：聚焦AI业务拓展与成本上升应对-260113（英文版）（49页）.pdf

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2026-01-26 49页 5星级

美银BofA：苹果（AAPL.US）-美股公司研究：财报前看涨 年内催化剂可期；重申买入-260112（英文版）（23页）.pdf

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2026-01-26 23页 5星级

美银BofA：2026年中国软件行业展望：以人工智能、信创与出海战略驱动增长-260109（英文版）（38页).pdf

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2026-01-26 38页 5星级

美银BofA：欧洲软件、IT服务与支付行业研究：招聘整体疲软；AI增效迹象有限（除思爱普外）-260108（英文版）（37页）.pdf

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2026-01-26 37页 5星级

美银BofA：美国半导体行业研究：CES展会启示；理性繁荣为主基调-260107（英文版）（32页）.pdf

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2026-01-26 32页 5星级

美银BofA：任天堂（7974.JP）-日股公司研究：深度研究：Switch 2硬件盈利与内存价格风险评估-260109（英文版）（27页）.pdf

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2026-01-26 27页 5星级

美银BofA：2026年韩国市场展望：看好出口、AI与企业价值提升计划-260107（英文版）（58页）.pdf

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2026-01-26 58页 5星级

美银BofA：2026年东欧、中东及非洲TMT行业展望：数字世界九大看点-260112（英文版)（57页）.pdf

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2026-01-26 57页 5星级

美银BofA：2026年上半年美国互联网／电商行业展望：AI仍为核心主题；精选个股-260107（英文版）（70页）.pdf

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2026-01-26 70页 5星级

美银BofA：东欧、中东及非洲消费行业研究：东欧零售商2026年迎来更佳经营环境-260109（英文版）(84页）.pdf

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2026-01-26 84页 5星级

美银BofA：2026年亚洲电信行业展望：防御性凸显 现金回报与数据中心机遇-260112（英文版）（42页）.pdf

BofA Securities participated in the preparation of this report,in part,based on information provide.

2026-01-26 42页 5星级

美银BofA：2026年中国互联网行业展望：AI智能体、数字韧性及竞争格局重塑-260113（英文版）（37页）.pdf

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2026-01-26 37页 5星级

美银BofA：亚马逊（AMZN.US）-美股公司研究：2026年展望（面向基金经理）：AWS增长重获关注-260112（英文版）（25页）.pdf

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2026-01-26 25页 5星级

美银BofA：2026年美国油田服务行业展望：喜忧参半 期待无虞-260112（英文版）（63页）.pdf

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2026-01-26 63页 5星级