Australia Metals & Mining: Gold - Equities face moderating near-term margins, though forward valuations supportive; Assessing stock relativity under gold price scenarios; CMM down/EVN up to Neutral有色金属珠宝/首饰/饰品矿山/矿产/矿业股票贵金属/黄金/白银Goldman Sachs Australia Pty Ltd2026-06-0439 页
Electric India: Data-Centers - The asset heavy play in the DC story shaping up in India...印度数据中心IDC电力/风电/火电/核电虚拟电厂/电力系统越南/印度/日本Bernstein2026-06-0421 页
China Smartphone Tracker (April): Pressure spreading to mid-end & price hikes facing resistance半导体/芯片手机/3C数码智能手机Bernstein2026-06-0425 页
