高盛 研究报告
- Goldman Sachs-Nexchip （688249.SS） 28nm 22nm Capacity in expansion； better mix toward power semis； Neutral-260916Goldman Sachs · 2026-10-08
- Goldman Sachs-Leader Harmonious Drive Systems Co. Raise TP to factor in 2035E humanoid robot potential Stay Neutral on likely more aggressive pricing and marginGoldman Sachs · 2026-10-08
- Goldman Sachs-IHI （7013.T）： Conf. Call Takeaways： 1Q in line with company expectations； full~year ￥20 bn buffer to be allocated to structural reforms； Neutral-260Goldman Sachs · 2026-10-08
- Goldman Sachs-Hong Kong Real Estate HK Policy Address and Inaugural 5~Year Plan：Emphasis in Northern Metropolis development and long~term housing supply. No significant stimuGoldman Sachs · 2026-10-08
- Goldman Sachs-Foshan Haitian Flavouring & Food 603288.SS Media reports acquisition of Amoy Food a strategic step in its globalization strategy-260911Goldman Sachs · 2026-10-08
- Goldman Sachs-CR Micro （688396.SS）： Margin expansion on improving UT rate； Enjoying end market expansion； Neutral-260916Goldman Sachs · 2026-10-08
- Goldman Sachs-Kakao Corp. （035720.KS） 2Q26 review； Earnings baseline steps up while AI transaction proof remains pending； Buy-260806Goldman Sachs · 2026-09-22
- Goldman Sachs-Navigating China Internet & AI models_ What to do from here; key themes & refreshed ideas into year-end-260917Goldman Sachs · 2026-09-17
- Goldman Sachs-JCDecaux （JCDX.PA）： European Communacopia Conference—Key Takeaways-260917Goldman Sachs · 2026-09-17
- Goldman Sachs-Trip.com Group (TCOM) 2Q26 results inline-260916Goldman Sachs · 2026-09-16
- Goldman Sachs-Key Debates on Aging and Declining Populations and Impacts on Demand-260916Goldman Sachs · 2026-09-16
- Goldman Sachs-Hong Kong Exchanges HK five~year plan supportive of HKEX multi~asset strategy-260916Goldman Sachs · 2026-09-16
- Goldman Sachs-GF Securities Co. Earnings review Asset management strength and overseas expansion support medium~term ROE improvement Buy GFS~A-260916Goldman Sachs · 2026-09-16
- Goldman Sachs-European OEMs in China：Company Snapshot Aug~26： Key launches start to materialise amid an orderly market push， yet structural pressure persists-260916Goldman Sachs · 2026-09-16
- Goldman Sachs-China：SAFE data suggest increased FX inflows in August-260916Goldman Sachs · 2026-09-16
- Goldman Sachs-Anta Sports Products Global Consumer and Retail Conference 2026 — Key Takeaways-260916Goldman Sachs · 2026-09-16
- Goldman Sachs-Under Armour Inc. （UAA.US） Global Consumer and Retail Conference 2026 — Key Takeaways-260915Goldman Sachs · 2026-09-15
- Goldman Sachs-Tesla 3Q26 Vehicle Deliveries and Alternative Data on Demand-260915Goldman Sachs · 2026-09-15
- Goldman Sachs-Global Retail：Global Consumer and Retail Conference 2026 — Day 1 Takeaways-260915Goldman Sachs · 2026-09-15
- Goldman Sachs-Europe Consumer Products：US Nielsen： L’Oréal accelerates in August； Henkel loses share in laundry-260915Goldman Sachs · 2026-09-15
- Goldman Sachs-Europe Multi~Industry：Expert call takeaways on Nvidia 800VDC implications for electrical equipment-260915Goldman Sachs · 2026-09-15
- Goldman Sachs-China International Capital Corp. Focus on Visible ROE and Shareholder Returns Buy CICC~H-260915Goldman Sachs · 2026-09-15
- Goldman Sachs-China Industrial Indicators Weakened Further in August-260915Goldman Sachs · 2026-09-15
- Goldman Sachs-Americas Banks：Highlighting key debates on WFC's NII outlook-260915Goldman Sachs · 2026-09-15
- Goldman Sachs-Walmart Inc. （WMT.US）： Takeaways from the Walmart dinner-260914Goldman Sachs · 2026-09-14
- Goldman Sachs-USA：GS Economic Indicators Update-260914Goldman Sachs · 2026-09-14
- Goldman Sachs-Semis Tour： Takeaways from Chairman， C~level and factory visits-260914Goldman Sachs · 2026-09-14
- Goldman Sachs-Payments and Fintech：Communacopia+Technology 2026— Key Takeaways-260914Goldman Sachs · 2026-09-14
- Goldman Sachs-Oil Tracker：Mideast Exports：Resilient， But Increasingly at Risk-260914Goldman Sachs · 2026-09-14
- Goldman Sachs-Iluvatar China GPU in strong demand while raw material supply remains tight 1H26 in line Buy-260914Goldman Sachs · 2026-09-14
- Goldman Sachs-Greater China Semis： Aug： IC import export value +83.6_ +129.8_ YoY-260914Goldman Sachs · 2026-09-14
- Goldman Sachs-GOAL Kickstart：Market pricing across assets into a busy central bank week-260914Goldman Sachs · 2026-09-14
- Goldman Sachs-Global： GS Economic Indicators Update： Financial Conditions Tighten in Japan-260914Goldman Sachs · 2026-09-14
- Goldman Sachs-FOMC Roundtable：September 15~16 Meeting-260914Goldman Sachs · 2026-09-14
- Goldman Sachs-China Restaurants：Revisiting the cost inflation risk from rising oil price and El Ni-o impact-260914Goldman Sachs · 2026-09-14
- Goldman Sachs-CHINA IN TRANSITION：China's great Go Global expansion~From peripheral to core-260914Goldman Sachs · 2026-09-14
- Goldman Sachs-China Grid Tech：China going global~Power Transformers-260914Goldman Sachs · 2026-09-14
- Goldman Sachs-China Consumer Durables： China going global~HVAC， White goods， RVC-260914Goldman Sachs · 2026-09-14
- Goldman Sachs-China Automobiles：China going global~Auto-260914Goldman Sachs · 2026-09-14
- Goldman Sachs-Asia Leaders Conference 2026 Takeaways： Repon（6584.TWO） AI server rail kits in expansion-260914Goldman Sachs · 2026-09-14
- Goldman Sachs-SZS （3376.TW）： Foldable iPhone to drive growth ahead； Reiterate Buy with TP raised to NT$300-260913Goldman Sachs · 2026-09-13
- Goldman Sachs-ASIA IN FOCUS China： Gauging the Impact of Government Bond Supply on Bond Yields-260913Goldman Sachs · 2026-09-13
- Goldman Sachs-Ruijie Networks AIDC switch shipments ramping up driven by China CSPs Neutral-260912Goldman Sachs · 2026-09-12
- Goldman Sachs-Sun Hung Kai Properties FY26 results inline ~HK property sales exceeded target. DP margin recovery on track. Farmland resumption gain. Buy-260911Goldman Sachs · 2026-09-11
- Goldman Sachs-Nokia （NOKIA.HE）： Communacopia + Technology 2026 — Key Takeaways-260911Goldman Sachs · 2026-09-11
- Goldman Sachs-Oil Products Tracker： Large Russia & Mideast Export Shortfall Trumps China Pickup-260911Goldman Sachs · 2026-09-11
- Goldman Sachs-MORTGAGE & STRUCTURED PRODUCTS TRADER：The score is still out-260911Goldman Sachs · 2026-09-11
- Goldman Sachs-Lasertec （6920.T）：Communacopia+Technology 2026—Key Takeaways-260911Goldman Sachs · 2026-09-11
- Goldman Sachs-JD.com Inc. （JD.US） Communacopia + Technology 2026 — Key Takeaways-260911Goldman Sachs · 2026-09-11
- Goldman Sachs-GLOBAL RATES TRADER：Grouped Hikes-260911Goldman Sachs · 2026-09-11
- Goldman Sachs-Global Metals & Mining： Iron Ore FOB Prices at 8~Year Low； What’s The Freight Rate Outlook？-260911Goldman Sachs · 2026-09-11
- Goldman Sachs-GLOBAL CREDIT TRADER：2Q Credit Fundamentals： Mostly Steady-260911Goldman Sachs · 2026-09-11
- Goldman Sachs-European Metals and Mining：Coverage summary， forecasts and spot pricing scenarios-260911Goldman Sachs · 2026-09-11
- Goldman Sachs-China Education Aug~26 Tracker：Learning tablet GMV weakened against high base and price hikes；Overseas study visas stabilized led by rebound in Canada-260911Goldman Sachs · 2026-09-11
- Goldman Sachs-AMERICAS BANKS： REGIONAL Key investor topics in Regional Banks and Consumer Finance-260911Goldman Sachs · 2026-09-11
- Goldman Sachs-Yaskawa Electric （6506.T）： ERP & Production Update： Servos slow， inverters fully restored， robots inline-260910Goldman Sachs · 2026-09-10
- Goldman Sachs-TSMC （2330.TW） Communacopia + Technology 2026 — Key Takeaways-260910Goldman Sachs · 2026-09-10
- Goldman Sachs-Uber Technologies Inc. （UBER.US）：Communacopia+Technology 2026—Key Takeaways-260910Goldman Sachs · 2026-09-10
- Goldman Sachs-Super Micro Computer Inc. （SMCI.US）Communacopia + Technology 2026 — Key Takeaways-260910Goldman Sachs · 2026-09-10
- Goldman Sachs-Seagate Technology （STX.US）： Communacopia + Technology 2026 — Key Takeaways-260910Goldman Sachs · 2026-09-10
- Goldman Sachs-Natural Gas Analyst：Hormuz Delays Tighten Prompt TTF， But Incremental US Supply Softens The Back-260910Goldman Sachs · 2026-09-10
- Goldman Sachs-MongoDB Inc. （MDB.US）Communacopia + Technology 2026 — Key Takeaways-260910Goldman Sachs · 2026-09-10
- Goldman Sachs-Mastercard Inc. （MA.US）： Communacopia+Technology 2026—Key Takeaways-260910Goldman Sachs · 2026-09-10
- Goldman Sachs-Microsoft Corp. （MSFT.US）： Communacopia + Technology 2026 — Key Takeaways-260910Goldman Sachs · 2026-09-10
- Goldman Sachs-Lyft Inc. （LYFT.US）： Communacopia + Technology 2026 — Key Takeaways-260910Goldman Sachs · 2026-09-10
- Goldman Sachs-GOAL POSITIONING：Fixed income demand still resilient despite rising rates-260910Goldman Sachs · 2026-09-10
- Goldman Sachs-Fiserv Inc. （FISV.US）： Communacopia + Technology 2026 — Key Takeaways-260910Goldman Sachs · 2026-09-10
- Goldman Sachs-Figure Technology Solutions Inc. （FIGR.US）： FIGR： Communacopia+Technology 2026—Key Takeaways-260910Goldman Sachs · 2026-09-10
- Goldman Sachs-Datadog Inc. （DDOG.US）： Communacopia+Technology 2026—Key Takeaways-260910Goldman Sachs · 2026-09-10
- Goldman Sachs-Credo Technology Group （CRDO.US）： Communacopia + Technology 2026 — Key Takeaways-260910Goldman Sachs · 2026-09-10
- Goldman Sachs-Cricut Inc. （CRCT.US）Communacopia + Technology 2026 — Key Takeaways-260910Goldman Sachs · 2026-09-10
- Goldman Sachs-CoreWeave Inc. （CRWV.US） Communacopia+Technology 2026—Key Takeaways-260910Goldman Sachs · 2026-09-10
- Goldman Sachs-China Machinery： Genset supply chain trip takeaways： Demand runs ahead of supply； Buy Weichai Power-260910Goldman Sachs · 2026-09-10
- Goldman Sachs-China Healthcare： Aug 2026 China hospital equipment bidding： Maintain positive growth； VBP impact limited-260910Goldman Sachs · 2026-09-10
- Goldman Sachs-CHINA COSMETICS： MONTHLY TRACKER ，Aug~26： Aug rebound slightly vs Jul with domestic brands regaining momentum vs MNCs； Proya core back to growth-260910Goldman Sachs · 2026-09-10
- Goldman Sachs-AT&T Inc. （T.US）Communacopia + Technology 2026 — Key Takeaways-260910Goldman Sachs · 2026-09-10
- Goldman Sachs-ASML Holding （ASML.AS）Communacopia + Technology 2026 — Key Takeaways-260910Goldman Sachs · 2026-09-10
- Goldman Sachs-Americas Technology： Semiconductors： Communacopia + Technology Conference 2026~Day 2 Takeaways-260910Goldman Sachs · 2026-09-10
- Goldman Sachs-Americas Telecom and Media：Communacopia + Technology 2026 — Key Takeaways on Day 2-260910Goldman Sachs · 2026-09-10
- Goldman Sachs-Tencent Holdings （0700.HK） 2Q26 review： Unique moats with a more aggressive capex ramp~up for long~duration AI initiatives； Buy-260813Goldman Sachs · 2026-08-13
- Goldman Sachs-LandMark （3081.TWO）： SiPh in strong growth； Capacity strong expansion through 2028； July & 2Q26 beat； TP up to NT$4，401； Buy-260813Goldman Sachs · 2026-08-13
- Goldman Sachs-Hon Hai （2317.TW）： AI server continuous ramp~up ahead across GPU ASIC； 2Q26 OP beat； Buy （on CL）-260813Goldman Sachs · 2026-08-13
- Goldman Sachs-China： PBOC Q2 monetary policy report： stronger easing rhetoric， but few specific monetary measures-260813Goldman Sachs · 2026-08-13
- Goldman Sachs-AVC （3017.TW）： Liquid cooling component ASP and GM upside on the rising complexity of server racks； July in line； 2Q26 beat； Buy-260813Goldman Sachs · 2026-08-13
- Goldman Sachs-Zhen Ding Technology Holding（4958.TW）AI PCB to ramp up from 2H26，capacity expansion extended to 2030；Buy-260812Goldman Sachs · 2026-08-12
- Goldman Sachs-Tencent Music Entertainment Group（TME.US）Earnings review 2Q26 in~line，continued transition towards content ecosystem despite near term subs pressure； Buy-260812Goldman Sachs · 2026-08-12
- Goldman Sachs-NINEBOT LTD 2Q26 Earnings review Further share gains and profits recovery ahead Buy-260812Goldman Sachs · 2026-08-12
- Goldman Sachs-Marvell Technology Inc. （MRVL.US）： 2Q Preview： Focus on datacenter upside driven by strength in optical networking and ASIC ramps-260812Goldman Sachs · 2026-08-12
- Goldman Sachs-Hong Kong Exchanges （0388.HK）Attractive risk reward as ADT primed for further growth； Buy （on CL）-260812Goldman Sachs · 2026-08-12
- Goldman Sachs-Futu Holdings （FUTU.US） 2Q26 Preview： Return to Growth in Focus-260812Goldman Sachs · 2026-08-12
- Goldman Sachs-Cisco Systems Inc. （CSCO.US） F4Q26 review： AI drives beat and better FY27 guide， but gross margin outlooks misses-260812Goldman Sachs · 2026-08-12
- Goldman Sachs-CHINA CONSUMER STAPLES：Pork： 2Q26 read across from SFD： 2Q26 missed on Fresh Pork shortfall； FY26 Guidance mid~point cut by 7%-260812Goldman Sachs · 2026-08-12
- Goldman Sachs-China Consumer Staples Cost Index Tracker： Jul 2026： PET price slightly trended up to c.Rmb7.8k ton； selected agricultural goods prices-260812Goldman Sachs · 2026-08-12
- Goldman Sachs-AMERICAS TECHNOLOGY： HARDWARE C2Q26 preview： Strong fundamentals， but recent rally creates high bar； reiterate Buy on DELL， HPE， NTAP-260812Goldman Sachs · 2026-08-12
- Goldman Sachs-Wistron （3231.TW）： July and 2Q26 beat； AI server rack in a strong ramp~up with customer expansion and specification upgrades； Buy-260811Goldman Sachs · 2026-08-11
- Goldman Sachs-Super Micro Computer Inc. （SMCI.US） F4Q26 Review： In~quarter and guidance beat on broadening mix-260811Goldman Sachs · 2026-08-11
- Goldman Sachs-NYPCB （8046.TW） New capacity expansion on high~end ABF suggesting significant ASP jump in the next 3+ years； short~term pricing uptrend remains solid； reiterate Buy （on CL）-260811Goldman Sachs · 2026-08-11
- Goldman Sachs-Nvidia Corp. （NVDA.US）： 2Q Preview： Expect investor focus on partner financing platform and the shape of the Rubin product ramp-260811Goldman Sachs · 2026-08-11
- Goldman Sachs-Nuclear Nuggets： Global reactor tracker~August edition-260811Goldman Sachs · 2026-08-11
- Goldman Sachs-Hundsun Refreshing Estimates Post Weak 1H26 Prelim Results Double~Digit Order Growth Underpins 2H26 Recovery Outlook-260811Goldman Sachs · 2026-08-11