摩根大通 研究报告
- J.P. Morgan-SK hynix（000660.KS）3Q preview： FX headwind offset by shareholder returns； OW with PT of W2.75M-260909英文报告 · 2026-10-08
- J.P. Morgan-ShopifySHOP.USBrief Muse~ings on Recent AI Newsflow SHOP Remains Leading ic Platform w Low AI Disruption Risk Reiterate OW w $185 PT-26091英文报告 · 2026-10-08
- J.P. Morgan-Oracle（ORCL.US）F1Q27 Review： Triple~Digit IaaS Growth and Another $26B of Backlog Solidify the Revenue Path， While Funding Remains the Debate； Reiterate O英文报告 · 2026-10-08
- J.P. Morgan-China Metals Activity Tracker：China destocking weak vs historical trends Aug~Sept due to high prices， Aluminium destocking pace remains strong. Iron Ore freight英文报告 · 2026-10-08
- J.P. Morgan-Autos Sector China auto sales （August）： Watch seasonal trends for ICE vehicles； also watch for policy changes on consumption tax refunds for auto exports-26英文报告 · 2026-10-08
- J.P. Morgan-SK Telecom（017670.KS）2Q OP a slight beat， AI DC build~out strategy remains a key swing factor-260806英文报告 · 2026-09-22
- J.P. Morgan-Samsung SDI（006400.KS）Assuming full ownership at GM battery JV： from a stranded asset to a scalable US ESS site； stay OW-260811英文报告 · 2026-09-22
- J.P. Morgan-Trip.com （TCOM.US）Hotel reset lasts longer，but the market overstates the downside-260917英文报告 · 2026-09-17
- J.P. Morgan-Two things are still true at the same time：Highlights from J.P. Morgan’s 2026 Global Macro Conference-260916英文报告 · 2026-09-16
- J.P. Morgan-Soitec（SOIT.PA）Upgrading to OW： Mobile concerns washed away by the wave of Photonics-260916英文报告 · 2026-09-16
- J.P. Morgan-Internet Large Cap Internet Small and Midcap：Fall 2026 Sector Update-260916英文报告 · 2026-09-16
- J.P. Morgan-Asia Tech Strategy：At a crossroads in the AI Infra trade-260916英文报告 · 2026-09-16
- J.P. Morgan-Roche（ROP.S）Key Takeaways from our 2026 CEO Call-260915英文报告 · 2026-09-15
- J.P. Morgan-Guangzhou Auto~H&A M&A a positive move OW 100_ potential upside for the H share-260915英文报告 · 2026-09-15
- J.P. Morgan-Commodity Market Positioning & Flows：Energy markets’ exuberance drives record OI-260915英文报告 · 2026-09-15
- J.P. Morgan-China： Housing activity index stays subdued Time~inconsistency issues with the late August reform-260915英文报告 · 2026-09-15
- J.P. Morgan-China： August data shows increasingly K~shaped divide IP jumped on export strength， domestic demand weak-260915英文报告 · 2026-09-15
- J.P. Morgan-China SMid Insurance Post~1H26 results： Divergence calls for selectivity； IFRS~18 on the horizon-260915英文报告 · 2026-09-15
- J.P. Morgan-China Property NBS August data： Still tepid； first~time release of national secondary sales data-260915英文报告 · 2026-09-15
- J.P. Morgan-TigermedWe become more constructive with higher PTs but maintain ratings-260914英文报告 · 2026-09-14
- J.P. Morgan-Technology – Semiconductor Technical Materials-260914英文报告 · 2026-09-14
- J.P. Morgan-LVMH（LVMH.PA）Q3 26 sales preview and further trims to estimates-260914英文报告 · 2026-09-14
- J.P. Morgan-Global LNG Analyzer：When winter comes-260914英文报告 · 2026-09-14
- J.P. Morgan-China Property：Uncertainties in the _post pre~sales_ era may drive-260913英文报告 · 2026-09-13
- J.P. Morgan-ASEAN Data Centers KL & Johor DC Tour takeaways： Bottlenecks reshape the build~out-260913英文报告 · 2026-09-13
- J.P. Morgan-The _new” silk road goes through the EM Edge-260911英文报告 · 2026-09-11
- J.P. Morgan-Taiwan ODMs AI and general servers beat， PCs miss-260911英文报告 · 2026-09-11
- J.P. Morgan-Technology – Electronic Components-260911英文报告 · 2026-09-11
- J.P. Morgan-Semiconductor SPE sector Raising WFE market forecasts to a 28_ CAGR in 2025–28-260911英文报告 · 2026-09-11
- J.P. Morgan-KE Holdings A potential beneficiary of recent property policy changes-260911英文报告 · 2026-09-11
- J.P. Morgan-Hardware & Networking：2026 Rising Tech Leaders Forum Takeaways-260911英文报告 · 2026-09-11
- J.P. Morgan-China Coal：Coal price upside risk intact， sustainability in doubt-260911英文报告 · 2026-09-11
- J.P. Morgan-Asia Insurance Strategy：IFRS~18 puts Asian life insurers’ operating profit in focus-260911英文报告 · 2026-09-11
- J.P. Morgan-Vipshop（VIPS.US）Shareholder returns support a stable niche； assume coverage at Overweight-260910英文报告 · 2026-09-10
- J.P. Morgan-USD JPY has broken below our assumed 155~165 range Still too early to conclude a lower range-260910英文报告 · 2026-09-10
- J.P. Morgan-SK hynix ADRSKHY.USThe magic of SK hynix continues in the US OW with a PT of US$245-260910英文报告 · 2026-09-10
- J.P. Morgan-PDD Holdings（PDD.US）Slower domestic monetization and broad Temu uncertainty； assume coverage at Neutral-260910英文报告 · 2026-09-10
- J.P. Morgan-Meta Platforms IncMETA.USThe Models and s are Here Upgrading to Overweight $820 PT-260910英文报告 · 2026-09-10
- J.P. Morgan-JD.com Margin recovery outweighs subsidy~related revenuecomparisons assume coverage at Overweight-260910英文报告 · 2026-09-10
- J.P. Morgan-China Auto Industry：Read~through from Tesla and Xiaomi’s recent price moves-260910英文报告 · 2026-09-10
- J.P. Morgan-CATL：Not losing the crown： Revisiting 2027 bear case following recent correction-260910英文报告 · 2026-09-10
- J.P. Morgan-ASML（ASML.AS）：Top~down industry model indicates significant upside potential to co. earnings-260910英文报告 · 2026-09-10
- J.P. Morgan-Alibaba Group （BABA.US）Cloud and commerce earnings improve together； Reiterate Overweight-260910英文报告 · 2026-09-10
- J.P. Morgan-Yingliu Electromechanical~AGE Aerospace acquires CPP Casting bottleneck in focus-260909英文报告 · 2026-09-09
- J.P. Morgan-TDK （6762.T） Earnings model update： Share price languishing but earnings momentum accelerating-260909英文报告 · 2026-09-09
- J.P. Morgan-Guangdong Songfa~ AScaling ships and engines together raise PT to Rmb265-260909英文报告 · 2026-09-09
- J.P. Morgan-Emerging Markets Outlook and Strategy：Yields up，shields up-260909英文报告 · 2026-09-09
- J.P. Morgan-China： Upstream Reflation， Weak Pass~Through-260909英文报告 · 2026-09-09
- J.P. Morgan-APAC Credit Roundup：Hong Kong Property， Genting Berhad-260909英文报告 · 2026-09-09
- J.P. Morgan-Lithium：Global BEV sales +7% YoY in July but flat YTD， penetration rates steady-260813英文报告 · 2026-08-13
- J.P. Morgan-Lam Research（LRCX.US）Takeaways From Our 2026 Hardware & Semis Management Access Forum-260812英文报告 · 2026-08-12
- J.P. Morgan-Korea Economic Outlook：Macroeconomic implications of the tech boom-260812英文报告 · 2026-08-12
- J.P. Morgan-Kingdee International（0268.HK）Revising our model after 1H26 results； stay OW-260812英文报告 · 2026-08-12
- J.P. Morgan-Inventec（2356.TW）：Server demand strengthens， yet balance sheet constraints persist； N-260812英文报告 · 2026-08-12
- J.P. Morgan-Global EV & Battery Update：July 2026： EV PHEV mix strong in EU， China moderate，US weak； ESS momentum continues-260812英文报告 · 2026-08-12
- J.P. Morgan-Xiaomi（1810.HK）No quick turnaround in sight， EV target cut may create a near~term bottom； stay Neutral-260811英文报告 · 2026-08-11
- J.P. Morgan-Vertical SaaS & Health Tech ：Marketing Deck-260811英文报告 · 2026-08-11
- J.P. Morgan-In a cyclical state of mind-260811英文报告 · 2026-08-11
- J.P. Morgan-Global Power Equipment Turbine Trends Tracker： Highest Orders Quarter on Record； Large Frames and BTM Dominate-260811英文报告 · 2026-08-11
- J.P. Morgan-EM USD 10s30s Spread Curve Report-260811英文报告 · 2026-08-11
- J.P. Morgan-CoreWeave（CRWV.US） Favorable Demand & Leadership in AI Infrastructure Balanced by Limited Near~Term Margin Upside； Maintain Neutral & Establishing Dec~27 Price Target of $110-260811英文报告 · 2026-08-11
- J.P. Morgan-China Home Appliance：July AVC sales rebound， tough comps largely behind-260811英文报告 · 2026-08-11
- J.P. Morgan-Semiconductors June WSTS： Growth Broadening and Accelerating Beyond Memory； We See a Path to $1.68T $2.25T in Semi Sales in CY26 CY27-260810英文报告 · 2026-08-10
- J.P. Morgan-KIOXIA Holdings （285A.T） Raising earnings estimates on strong pricing： Rerating hinges on greater LTA credibility-260810英文报告 · 2026-08-10
- J.P. Morgan-Cisco（CSCO.US）F4Q26 Preview： Expect Strong Demand Momentum on Display； However， High Bar for FY27 Guide Leaves Us Cautious Into the Print-260810英文报告 · 2026-08-10
- J.P. Morgan-Claritev Corp（CTEV.US）Results slight beat； ACV bookings strong； NSA was a driver and we believe there are more opportunities； Maintain OW-260810英文报告 · 2026-08-10
- J.P. Morgan-Auras Technology（3324.TW）2Q26 GM a miss； better 3Q26 growth outlook driven by higher GB300 contribution-260810英文报告 · 2026-08-10
- J.P. Morgan-ASEAN Metals & Indonesia Strategy：How far are we from the bottom？-260810英文报告 · 2026-08-10
- J.P. Morgan-V~Test ~A：Leading third~party testing player to benefit from local AI chip ramp~up； initiate at OW-260809英文报告 · 2026-08-09
- J.P. Morgan-Nanya Technology（2408.TW）Stronger EPS and new growth chapter； capital allocation and shareholder returns emerge as the next catalyst； hike PT to NT$850 and maintain OW-260809英文报告 · 2026-08-09
- J.P. Morgan-Global Memory Market：Global Memory TAM and S&D update： Stock correction is behind us but memory crisis is still ongoing-260809英文报告 · 2026-08-09
- J.P. Morgan-China： Inflation cooled more than expected in July-260809英文报告 · 2026-08-09
- J.P. Morgan-China Property：Marginal policy easing in Beijing-260809英文报告 · 2026-08-09
- J.P. Morgan-APAC Consumer：GLP~1 and the end of the easy “yes”？-260809英文报告 · 2026-08-09
- J.P. Morgan-Global Data Watch： Asia Fiscal catch~up is key to China’s recovery-260808英文报告 · 2026-08-08
- J.P. Morgan-Yangzijiang Shipbuilding Holdings Ltd（YAZG.SI）Post~1H26~earnings briefing takeaways： -35% GPM achievable in FY27E~28E； large containership demand surprises-260807英文报告 · 2026-08-07
- J.P. Morgan-V~Test ~ ALeading third~party testing player to benefit from local AI chip ramp~up initiate at OW-260807英文报告 · 2026-08-07
- J.P. Morgan-TripAdvisor， Inc.（TRIP.US）N~T Headwinds Persist， But Experiences Pivot Offers a Path； Remain UW & PT to $10-260807英文报告 · 2026-08-07
- J.P. Morgan-Nordic Semiconductor（NOD.OL）Q2’26 recap： Strategy playing out in financials， but Consumer market keeps us cautious； remain Neutral-260807英文报告 · 2026-08-07
- J.P. Morgan-Nan Ya Plastics Corp（1303.TW） Strong electronic materials revenue growth of +15% m m； July revenue surged to a 49~month high-260807英文报告 · 2026-08-07
- J.P. Morgan-Hong Kong Property：More signs of moderation in housing market； downgrade Sino Land to Neutral-260807英文报告 · 2026-08-07
- J.P. Morgan-Electronic Components Sector：Western Digital’s 4Q FY2026 results： Implications for Japan’s electronic components sector-260807英文报告 · 2026-08-07
- J.P. Morgan-Dropbox（DBX.US）2Q26 Review： Third Quarter of User Growth Strengthens the Durability Argument-260807英文报告 · 2026-08-07
- J.P. Morgan-China： FX reserves ticked up， implied outflows elevated Enhancing tax transparency offshore wealth oversight-260807英文报告 · 2026-08-07
- J.P. Morgan-China Steel ~ Channel checker：10~day China steel output~7% vs previous & Steel exports July run~rate ~5% MoM； Seasonal slowdown amplified by weather disruptions-260807英文报告 · 2026-08-07
- J.P. Morgan-China July trade： AI still the anchor， external risks rise-260807英文报告 · 2026-08-07
- J.P. Morgan-Orbbec~AVision Unlocked Initiate with OW the eyes of Embodied AI-260806英文报告 · 2026-08-06
- J.P. Morgan-Mainland China HK Property and Conglomerates：Marketing feedback from North America and Australia-260806英文报告 · 2026-08-06
- J.P. Morgan-Korea Energy & Battery：2026 tax reform plan formalizes AMPC for made~inKorea batteries， wind， AI robots and chips-260806英文报告 · 2026-08-06
- J.P. Morgan-Hardware & Networking：Optical：Thoughts into C2Q26 EPS Prints & Updated Market TAM Forecast-260806英文报告 · 2026-08-06
- J.P. Morgan-Hong Kong Insurance：HK offshore insurance tax： negative for sentiment， but not a thesis breaker-260806英文报告 · 2026-08-06
- J.P. Morgan-HK Banks Monthly：July 2026： Local HK banks led the outperformance on risk aversion-260806英文报告 · 2026-08-06
- J.P. Morgan-eBay， Inc（EBAY.US） Strong 2Q Beat & GMV Guide； Depop & Investments Weigh on Profits in Near~Term； Remain Neutral & $107 PT-260806英文报告 · 2026-08-06
- J.P. Morgan-China monthly data outlook：Stabilization still requires absorption-260806英文报告 · 2026-08-06
- J.P. Morgan-China Healthcare：China Pharma Biotech 2Q26 Preview： Financials largely intact but policy impact remains to be seen-260806英文报告 · 2026-08-06
- J.P. Morgan-Disney（DIS.US）This is the Way to EPS Delivery； Update Estimates Following F3Q Beat and Reiterated Guidance-260805英文报告 · 2026-08-05
- J.P. Morgan-China Healthcare Services：Demand Recovery Still Uneven； Essential Healthcare Continues to Outperform Discretionary Spending-260805英文报告 · 2026-08-05