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Morgan Stanley·2026-05-19SectorGreater China Semiconductors: Semi Distributors: AI Continues to Drive a Stronger Outlook3036.TW
Morgan Stanley·2026-05-18SectorChina Property: Softer Sales Declines in April; We Stay Prudent on Durability
Morgan Stanley·2026-05-18StrategyMorgan Stanley Global Macro Forum: Mid-Year Outlook: Our Highest-Conviction Views
Morgan Stanley·2026-05-18SectorThe Foundry Floorplan: All boats riding on the same tide–mature node up-cycle beginsHHGRACE2303.TW5347.TWO
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Morgan Stanley·2026-05-18SectorGreater China Technology Hardware ABF Substrates Same Thesis, Better Numbers
Morgan Stanley·2026-05-18SectorChina Coal: Weekly Coal Update: Coal Production Declined Seasonally in May
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Morgan Stanley·2026-05-18SectorSemiconductor Capital Equipment 2Q'26 WFE update, memory mismatch unresolved, LAM up to OW, AMAT down to EWAMATLRCX
Morgan Stanley·2026-05-18SectorChina Autos & Shared Mobility: Europe Marketing Feedback-Global Auto Shake-up