Goldman Sachs ｜ 高盛-MSCI中国指数下跌1%而A股上涨1%；华为提出新的缩放定律和技术；4月工业利润和收入均上涨 Goldman Sachs-MXCN lost 1% while A~shares gained 1%； Huawei presented new scaling law and tech； Both industrial profits and revenue rose in April-260530.pdf
AI算力与半导体产业链
欧洲能源巨头1Q26盈利超预期，中期现金流与股东回报潜力可观
Morgan Stanley ｜ Morgan Stanley-Energy Majors 1Q26 Wrap： Volatile Near Term； Compelling Medium Term-260512.pdf