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雷达卡
Table of contents
Macroeconomic views .............................................................3
Market strategy.......................................................................20
Autos .......................................................................................39
Energy .....................................................................................43
Financials: Banks...................................................................47
Financials: Insurance.............................................................53
Metals and mining ..................................................................54
Mid/small caps........................................................................65
Real estate ..............................................................................68
Technology: Hardware...........................................................71
Technology: Internet ..............................................................76
Telecom...................................................................................86
Utilities ....................................................................................94
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