把采矿引擎「金融研究报告采矿引擎 · 精选50」逐份用 skill a129-report-mindmap 做成 KEF 整合大脑图页(全自动流水线)。绿=已上线可点。承重数字均署名机构+日期;每页含证据审计支。启动:2026-07-11T20:30:08Z · 12h 兜底。
| # | 机构 | 报告 | 日期 | 质量 | 状态 | 脑图 |
|---|---|---|---|---|---|---|
| 1 | Morgan Stanley Research | Midyear Economic Outlook 2026: AI Drives Resilient Growth | 2026-05 | tier2 | ✅ 已上线 | 打开 |
| 2 | Goldman Sachs | Tracking Trillions: The Assumptions Shaping the Scale of the | 2026-06-06 | tier2 | ✅ 已上线 | 打开 |
| 3 | Morgan Stanley | Powering AI: Markets Race to Invest in AI Energy Solutions | 2026-Q2 | tier2 | ✅ 已上线 | 打开 |
| 4 | IMF | Global Financial Stability Report, April 2026 | 2026-04-14 | tier1 | ✅ 已上线 | 打开 |
| 5 | Federal Reserve | Financial Stability Report, May 2026 | 2026-05-08 | tier1 | ✅ 已上线 | 打开 |
| 6 | Citi Institute (GPS) | Tokenization 2030: Wall Street On-Chain | 2026-06 | tier1 | ✅ 已上线 | 打开 |
| 7 | ECB | Financial Stability Review, May 2026 | 2026-05-27 | tier1 | ✅ 已上线 | 打开 |
| 8 | J.P. Morgan (Michael Cembalest) | Eye on the Market Special Edition: Semiquincententacles | 2026-06 | tier1 | ✅ 已上线 | 打开 |
| 9 | J.P. Morgan (Michael Cembalest) | Eye on the Market: Abandon Ship | 2026-05-04 | tier1 | ✅ 已上线 | 打开 |
| 10 | J.P. Morgan Private Bank | 2026 Mid-Year Outlook: Promise and Pressure | 2026-05-11 | tier1 | ✅ 已上线 | 打开 |
| 11 | IMF | World Economic Outlook Update, July 2026 | 2026-07-08 | tier1 | ✅ 已上线 | 打开 |
| 12 | Federal Reserve | Beige Book, June 2026 | 2026-06-03 | tier1 | ✅ 已上线 | 打开 |
| 13 | Federal Reserve | FOMC Summary of Economic Projections | 2026-06-17 | tier1 | ✅ 已上线 | 打开 |
| 14 | McKinsey Global Institute | Catalyzing competitiveness: where investment happens and why | 2026-06-30 | tier2 | ✅ 已上线 | 打开 |
| 15 | Bank of America Global Research | Global Fund Manager Survey — June 2026 | 2026-06 | tier4 | ✅ 已上线 | 打开 |
| 16 | Bank of America Global Research | Global Fund Manager Survey — May 2026 | 2026-05 | tier4 | ✅ 已上线 | 打开 |
| 17 | Apollo | Torsten Slok's Mid-Year Outlook: Three Forces Driving M | 2026-06-24 | tier2 | ✅ 已上线 | 打开 |
| 18 | Vanguard | AI, oil, and a changing global economy (2026 midyear outlook | 2026-06 | tier2 | ✅ 已上线 | 打开 |
| 19 | BCG | Global Asset Management Report 2026 (24th edition) | 2026-04-28 | tier1 | ✅ 已上线 | 打开 |
| 20 | Bank of England | Financial Stability Report, July 2026 | 2026-07-07 | tier1 | ✅ 已上线 | 打开 |
| 21 | BIS | Quarterly Review, June 2026 | 2026-06-15 | tier1 | ✅ 已上线 | 打开 |
| 22 | BIS | Annual Economic Report 2026 | 2026-06-28 | tier1 | ✅ 已上线 | 打开 |
| 23 | Morgan Stanley Research | 2026 Midyear Investment Outlook: Constructive, Not Complacen | 2026-05 | tier2 | ✅ 已上线 | 打开 |
| 24 | Barclays Investment Bank Research | Q3 2026 Global Outlook — Solid Fundamentals, Fewer Bargains | 2026-07 | tier2 | ✅ 已上线 | 打开 |
| 25 | IMF | Regional Economic Outlook: Asia and Pacific, April 2026 | 2026-04-16 | tier2 | ✅ 已上线 | 打开 |
| 26 | UBS Chief Investment Office (Global Wealth Mgmt) | UBS House View — June 2026 | 2026-06 | tier1 | ✅ 已上线 | 打开 |
| 27 | UBS Global Wealth Management | Global Wealth Report 2026 | 2026-06-30 | tier1 | ✅ 已上线 | 打开 |
| 28 | UBS Chief Investment Office | UBS House View Monthly Letter — July 2026 | 2026-07 | tier1 | ✅ 已上线 | 打开 |
| 29 | FSB (Financial Stability Board) | Report on Vulnerabilities in Private Credit | 2026-05-06 | tier1 | ✅ 已上线 | 打开 |
| 30 | HSBC Asset Management | Mid-Year Investment Outlook 2026 (Two Shocks and a Boom) | 2026-06 | tier2 | ✅ 已上线 | 打开 |
| 31 | World Bank | Global Economic Prospects, June 2026 | 2026-06-11 | tier1 | ✅ 已上线 | 打开 |
| 32 | ECB | Economic Bulletin, Issue 4, 2026 | 2026-06-25 | tier2 | ✅ 已上线 | 打开 |
| 33 | Goldman Sachs Research | The impact of the AI capex boom on S&P 500 return on equ | 2026-06-12 | tier1 | ✅ 已上线 | 打开 |
| 34 | KKR (Henry McVey) | 2026 Mid-Year Global Macro Outlook: The Divergence Conundrum | 2026-06-10 | tier1 | ✅ 已上线 | 打开 |
| 35 | MSCI | The State of Private Markets 2026: Building for what's | 2026-05-12 | tier2 | ✅ 已上线 | 打开 |
| 36 | World Gold Council | Central Bank Gold Reserves Survey 2026 | 2026-06-16 | tier2 | ✅ 已上线 | 打开 |
| 37 | Deutsche Bank Private Bank CIO | Perspectives — Economic and Asset Class Outlook June 2026 | 2026-06 | tier1 | ✅ 已上线 | 打开 |
| 38 | Bank of Japan | Outlook for Economic Activity and Prices, April 2026 | 2026-04-28 | tier1 | ✅ 已上线 | 打开 |
| 39 | Goldman Sachs Research | Why AI Companies May Invest More than 500 Billion in 2026 | 2026-06 | tier2 | ✅ 已上线 | 打开 |
| 40 | Deutsche Bank Research (flow) | Macro outlook: when AI meets geopolitics | 2026-06 | tier3 | ✅ 已上线 | 打开 |
| 41 | Wells Fargo Investment Institute | 2026 Midyear Outlook: Keeping Discipline in Noisy Markets | 2026-06-17 | tier1 | ✅ 已上线 | 打开 |
| 42 | PIMCO | Rupture and Resilience: 2026 Secular Outlook | 2026-06 | tier2 | ✅ 已上线 | 打开 |
| 43 | ECB | Monetary policy decision, June 2026 | 2026-06-11 | tier3 | ✅ 已上线 | 打开 |
| 44 | BCG | Global Wealth Report 2026: The Great Reordering (26th editio | 2026-05 | tier1 | ✅ 已上线 | 打开 |
| 45 | OECD | Economic Outlook, Volume 2026 Issue 1 (PDF) | 2026-06 | tier1 | ✅ 已上线 | 打开 |
| 46 | Barclays Private Bank | Mid-Year Outlook 2026 — Power Struggle | 2026-06 | tier2 | ✅ 已上线 | 打开 |
| 47 | BNP Paribas Asset Management | Mid-Year Outlook: Prospects remain upbeat for equity and fix | 2026-07 | tier2 | ✅ 已上线 | 打开 |
| 48 | Fidelity Investments | 2026 Midyear Outlook for the Economy and Markets | 2026-06 | tier2 | ✅ 已上线 | 打开 |
| 49 | Amundi Investment Institute | Midyear Investment Outlook 2026: The Power of Endurance | 2026-06 | tier2 | ✅ 已上线 | 打开 |
| 50 | Fitch Ratings | Global Economic Outlook – June 2026 | 2026-06 | tier1 | ✅ 已上线 | 打开 |