【OC&C】higher-and-higher_winning-in-construction-materials-in-china.pdf

Expect higher contribution from AI revenue in 3Q; Upgrade to Buy

Financial Stability in a Higher-for-Longer Interest Rate Environment The Case of the Middle East and North Africa

债券：higher for longer，直到“意外”来临

Impressive 1Q23 earnings; Higher earnings forecast & TP; More catalysts ahead

Expect solid 2023E earnings; Higher free float to boost valuation

固定收益月报：Higher可能略降，Longer概率仍高

–Limited operational risk in the Middle East; Beneficiary of higher crude price

美联储叙事的转变：从higher到longer

6月美联储议息会议点评：Higher尚未结束，Longer才刚开始

债券周报：市场终于相信美联储的“Higher for Longer”