#外资研报

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GS-小米集团-1810.HK-业绩分析:2026年一季度基本符合预期;宣布MiMo_V2.5永久降价至全球低位;关注三季度电动汽车新车型发布;买入(摘要)-20260527.pdf

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GS-小米集团-1810.HK-业绩分析:2026年一季度基本符合预期;宣布MiMo_V2.5永久降价至全球低位;关注三季度电动汽车新车型发布;买入(摘要)-20260527.pdf

GS-医疗保健:医疗科技——触底回升:绘制行业复苏路径图 Healthcare:Medical Technology:Digging out — charting patient turnaround.pdf

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GS-医疗保健:医疗科技——触底回升:绘制行业复苏路径图 Healthcare:Medical Technology:Digging out — charting patient turnaround.pdf

GS-颐海国际(1579.HK):股东大会要点——第三方销售维持双位数增长,2C、2B持续改善;预计净利润双位数增长 Yihai International Holding (1579.HK) AGM takeaways Maintain DD% 3rd-party sales momentum with 2C_2B improvement; expect DD% NP-20260527.pdf

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GS-颐海国际(1579.HK):股东大会要点——第三方销售维持双位数增长,2C、2B持续改善;预计净利润双位数增长 Yihai International Holding (1579.HK) AGM takeaways Maintain DD% 3rd-party sales momentum with 2C_2B improvement; expect DD% NP-20260527.pdf

GS-中国房地产:股价上涨已反映什么-20260529.pdf

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GS-中国房地产:股价上涨已反映什么-20260529.pdf

GS-中国金属与采矿——煤炭行业事故后对产量与价格的潜在影响评估 CHINA METALS & MINING China coal sector - assessing potential impact to industry production and prices post recent accident.pdf

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GS-中国金属与采矿——煤炭行业事故后对产量与价格的潜在影响评估 CHINA METALS & MINING China coal sector - assessing potential impact to industry production and prices post recent accident.pdf

GS-中国经济活动与政策追踪-20260529.pdf

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GS-中国经济活动与政策追踪-20260529.pdf

GS-中国乳业:把握供需拐点与奶粉行业分化,风险收益比具吸引力,建议买入蒙牛、伊利 CHINA DAIRY:Navigating the S_D inflection and IMF divergence; Buy Mengniu_Yili on attractive risk reward.pdf

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GS-中国乳业:把握供需拐点与奶粉行业分化,风险收益比具吸引力,建议买入蒙牛、伊利 CHINA DAIRY:Navigating the S_D inflection and IMF divergence; Buy Mengniu_Yili on attractive risk reward.pdf

GS-中国智能手机4月出货增长-二季度存压-20260528.pdf

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GS-中国智能手机4月出货增长-二季度存压-20260528.pdf

GS-先导智能(300450):上调A股评级至买入,目标价隐含23%上行空间,H股维持买入 Lead Intelligent (300450.sz) Upgrade A to Buy on 23% TP implied upside, stay Buy on H.pdf

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GS-先导智能(300450):上调A股评级至买入,目标价隐含23%上行空间,H股维持买入 Lead Intelligent (300450.sz) Upgrade A to Buy on 23% TP implied upside, stay Buy on H.pdf