国际投行报告-PDF版

【招银国际】Capital Goods: HDT sales +39% YoY in Jan on low base-260203（3页）.pdf

PLEASE READ THE ANALYST CERTIFICATION AND IMPORTANT DISCLOSURES ON LAST PAGE MORE REPORTS FROM BLOO.

2026-02-03 3页 5星级

摩根士丹利：北美在线交友行业研究：四季度展望 - Tinder收入或承压 但初现复苏曙光-260122（英文版）（20页）.pdf

M UpdateOnline Dating|North America4Q Preview:Tinder Revenue Cut Likely,but Green Shoots AppearingAf.

2026-02-03 20页 5星级

摩根士丹利：2026年拉丁美洲零售与电商行业展望：寻找增长点-260122（英文版）（102页）.pdf

M FoundationYear-Ahead Outlook|Latin America2026 LatAm Retail&eCommerce Outlook:Finding Pockets of G.

2026-02-03 102页 5星级

摩根士丹利：北美医疗分销行业：黄金时代长存-260129（英文版）（46页）.pdf

M IdeaMorgan Stanley&Co.LLCErin WrightEquity Analyst Erin.W +1 212 761-6137 Patrick A.Wood,CFAEquity.

2026-02-03 46页 5星级

摩根士丹利：北美媒体与娱乐行业研究：第十二届年度音频娱乐调查- 持续看好现场娱乐-260130（英文版）（28页）.pdf

M FoundationMedia&Entertainment|North America12th Annual Audio Entertainment Survey Maintaining Our .

2026-02-03 28页 5星级

摩根士丹利：2026年中国工业展望：复苏势头持续-260121（英文版）（29页）.pdf

M IdeaChina Industrials|Asia Pacific2026 Outlook Recovery Continues AI tech diffusion,industrial upg.

2026-02-03 29页 5星级

摩根士丹利：中国制药行业2025年业绩预览及2026年展望-260128（英文版）(22页）.pdf

M IdeaChina Healthcare|Asia PacificChina Pharma 2025 Earnings Preview&Initial 2026 OutlookHengrui re.

2026-02-03 22页 5星级

摩根士丹利：2026年大中华区电信与数据中心行业展望：股票投资启示-260126（英文版（58页）.pdf

M IdeaGreater China Telecoms and Data Centers|Asia Pacific2026 Outlook:Equity ImplicationsMorgan Sta.

2026-02-03 58页 5星级

摩根士丹利：中国数据中心行业研究：偏远地区的拐点与颠覆-260121（英文版）（41页）.pdf

MAsia Pacific InsightChinas Emerging Frontiers Data CentersInflection and Disruption in Remote Areas.

2026-02-03 41页 5星级

摩根士丹利：欧洲、中东及非洲化学品行业研究：化肥仍优于石化；评级两升两降-260127（英文版）（41页）.pdf

M IdeaMENA Chemicals|EuropeStill Fertz Petchems;Two Downgrades,Two Upgrades We do not expect an infl.

2026-02-03 41页 5星级

摩根士丹利：北美太空产业研究：Starcloud专题：太空数据中心——人工智能迈向轨道时代-260127（英文版）（25页）.pdf

M FoundationSpace|North AmericaStarcloud:Data Centers in Space-AI Goes OrbitalMorgan Stanley&Co.LLCA.

2026-02-03 25页 5星级

摩根士丹利：人形机器人未来图景：全球发展势头正盛-260122（英文版）（45页）.pdf

M Global IdeaHumanoidsHumanoid Horizons:Gaining Momentum GloballyMorgan Stanley Asia Limited+Sheng Z.

2026-02-03 45页 5星级

摩根士丹利：大中华区半导体行业研究：战略本土化与国内AI需求双轮驱动-260123（英文版）（35页）.pdf

M IdeaGreater China Semiconductors|Asia PacificDriven by strategic localization and domestic AI dema.

2026-02-03 35页 5星级

【招银国际】China Economy: PMI signals demand softening-260202（5页）.pdf

PLEASE READ THE ANALYST CERTIFICATION AND IMPORTANT DISCLOSURES ON LAST PAGE MORE REPORTS FROM BLOO.

2026-02-02 5页 5星级

【招银国际】Technology: Apple FY1Q26 and guidance beat; Positive on strong iPhone cycle and Google AI despite memory headwinds-260202（5页）.pdf

PLEASE READ THE ANALYST CERTIFICATION AND IMPORTANT DISCLOSURES ON LAST PAGE MORE REPORTS FROM BLOO.

2026-02-02 5页 5星级

摩根士丹利：北美软件行业研究：精准布局–聚焦内容 协作与工作管理SaaS-260115（英文版）（23页）.pdf

M FoundationSoftware|North AmericaPicking Our Spots Content,Collaboration&Work Management SaaSWe ref.

2026-02-02 23页 5星级

摩根士丹利：日本专业零售行业投资者演示：年末及新年业绩亮点与未来催化剂-260115（英文版）（31页）.pdf

M FoundationInvestor Presentation|JapanSpecialty Stores:Year-end and New Year results highlights and.

2026-02-02 31页 5星级

摩根士丹利：日本制药行业投资者演示-260115（英文版）（42页）.pdf

M FoundationInvestor Presentation|JapanPharmaceuticalsMorgan Stanley MUFG Securities Co.,Ltd.+Shinic.

2026-02-02 42页 5星级

摩根士丹利：旅游与休闲活动追踪-260116（英文版）（36页）.pdf

Travel&Leisure Activity TrackerMorgan Stanley does and seeks to do business with companies covered i.

2026-02-02 36页 5星级

摩根士丹利：亚洲能源未来系列-天然气行业研究：消化过剩产能；赋能AI发展-260113（英文版）（56页）.pdf

MAsia Pacific InsightFuture of Energy:Asia GasAbsorbing the Glut,Fueling AIThe US shale revolution i.

2026-02-02 56页 5星级