Morgan Stanley 研究报告
- Morgan Stanley-US Economics and Fixed Income Strategy：September FOMC Reaction： Further hikes ahead-260917Morgan Stanley · 2026-09-17
- Morgan Stanley-Salesforce, Inc. Investor Day 2026 – A New Interface for a Familiar Growth Debate-260917Morgan Stanley · 2026-09-17
- Morgan Stanley-MS Healthcare Conference： Day 2 Takeaways-260916Morgan Stanley · 2026-09-16
- Morgan Stanley-MS Global Healthcare Conference：Day 2： What Mattered Across Healthcare Services-260916Morgan Stanley · 2026-09-16
- Morgan Stanley-Microsoft（MSFT.US）Dividend Increases 8_， Adding to Attractive Total Return-260916Morgan Stanley · 2026-09-16
- Morgan Stanley-Ingram Micro （INGM.US）2026 Analyst Day： Xvantage Shifts From Cost Lever To Growth Engine-260916Morgan Stanley · 2026-09-16
- Morgan Stanley-Longevity Unlocked：Retiring in the Age of Aging-260916Morgan Stanley · 2026-09-16
- Morgan Stanley-MLCC： Continued Demand Growth for High~Value~added Products for AI & Data Centers-260915Morgan Stanley · 2026-09-15
- Morgan Stanley-Key Takeaways From The 2026 MS Healthcare Conference – Day 1-260915Morgan Stanley · 2026-09-15
- Morgan Stanley-Biotechnology：Key Takeaways From the 2026 MS Healthcare Conference – Day 2-260915Morgan Stanley · 2026-09-15
- Morgan Stanley-China Hong Kong Consumer：China Retail Sales–Aug 2026： A Further Step Down-260915Morgan Stanley · 2026-09-15
- Morgan Stanley-Electronic Components - Japan Jul Capacitor Output (METI)-Turning Point in MLCC Pricing-260914Morgan Stanley · 2026-09-14
- Morgan Stanley-China's Al Path Consumer Al-Beyond the Chatbot Race-260914Morgan Stanley · 2026-09-14
- Morgan Stanley-Asset and Wealth Management：Breaking from the Pack： The Race for Above~Market Growth-260914Morgan Stanley · 2026-09-14
- Morgan Stanley-Greater China Technology Hardware：Key Takeaways from 2026 CIOE-260913Morgan Stanley · 2026-09-13
- Morgan Stanley-Greater China Technology Semiconductors：CIOE Key Takeaways： Expanding the Growth Runway-260913Morgan Stanley · 2026-09-13
- Morgan Stanley-Grace Fabric Technology Co. Ltd.AI Demand Tight Supply to Boost Earnings OW-260913Morgan Stanley · 2026-09-13
- Morgan Stanley-China's AI Path From Rmb8.5tr Capex to 3x Compute-260913Morgan Stanley · 2026-09-13
- Morgan Stanley-Autos & Shared Mobility：Introducing EREV： The Goldilocks Powertrain-260913Morgan Stanley · 2026-09-13
- Morgan Stanley-Asia Pacific Technology AI’s Hidden Backbone-260913Morgan Stanley · 2026-09-13
- Morgan Stanley-AI Infrastructure-The Materials Super-cycle-260913Morgan Stanley · 2026-09-13
- Morgan Stanley-Tesla Inc（TSLA.US）$6 Diesel...Enter Tesla Semi-260911Morgan Stanley · 2026-09-11
- Morgan Stanley-Industrial CEOs Unplugged 2026： A&D Key Takeaways-260911Morgan Stanley · 2026-09-11
- Morgan Stanley-Biopharma：GLP~1's~Takeaways from Physician Survey and Credit Card Spend Data-260911Morgan Stanley · 2026-09-11
- Morgan Stanley-Back to School： Operating with Caution-260911Morgan Stanley · 2026-09-11
- Morgan Stanley-Auto Parts & Tires： Focus on Differentiation Amid Industry Uncertainty-260911Morgan Stanley · 2026-09-11
- Morgan Stanley-Adobe Inc.（ADBE.US）3Q26 Results – From MAU to Monetization： More Proof Needed-260911Morgan Stanley · 2026-09-11
- Morgan Stanley-WeRide Inc（WRD.US）Keys to Europe ~ Madrid as the EU gateway-260910Morgan Stanley · 2026-09-10
- Morgan Stanley-SAIC Motor Corp. Ltd.Is the market revaluing SAIC -260910Morgan Stanley · 2026-09-10
- Morgan Stanley-Navan Inc（ NAVN.US）F2Q27 Results ~ Don't Miss the Forest for the Trees-260910Morgan Stanley · 2026-09-10
- Morgan Stanley-MeituanIn~Store Others Silver Lining-260910Morgan Stanley · 2026-09-10
- Morgan Stanley-iPhone 18 Real Cycle but Select Optical Valuations Look Stretched-260910Morgan Stanley · 2026-09-10
- Morgan Stanley-Healthcare Consumers Increasingly in Driver's Seat-260910Morgan Stanley · 2026-09-10
- Morgan Stanley-How to Position in Supply Chain Stocks amid iPhone 18 Launching-260910Morgan Stanley · 2026-09-10
- Morgan Stanley-Ferrari（RACE.MI）The Ferrari Flywheel： Community， Loyalty and the Next Leg of Demand-260910Morgan Stanley · 2026-09-10
- Morgan Stanley-Energy Security：Challenges，Paths， and Symbiosis-260910Morgan Stanley · 2026-09-10
- Morgan Stanley-Energy and Tankers：Tanker & Fuel： A Golden Age-260910Morgan Stanley · 2026-09-10
- Morgan Stanley-Feedback on Our European MedTech -260910Morgan Stanley · 2026-09-10
- Morgan Stanley-Contemporary Amperex Technology Co. Ltd.Escalation of Battery Anti~involution-260910Morgan Stanley · 2026-09-10
- Morgan Stanley-China's Next Industrial Revolution-260910Morgan Stanley · 2026-09-10
- Morgan Stanley-Coinbase Global IncCOIN.USBeyond the Exchange Not Beyond the Cycle Equalweight-260910Morgan Stanley · 2026-09-10
- Morgan Stanley-AI Supply Chain-Prelim 2028 AI semis vs. CSP capex growth-260910Morgan Stanley · 2026-09-10
- Morgan Stanley-A Pricing Power Test-260910Morgan Stanley · 2026-09-10
- Morgan Stanley-Greater China Technology Hardware：GB200 and GB300 NVL72 Racks in August 2026-260909Morgan Stanley · 2026-09-09
- Morgan Stanley-China's Emerging Frontiers China's Next Industrial Revolution-260909Morgan Stanley · 2026-09-09
- Morgan Stanley-Cerebras Systems Cerebras posts another strong quarter-260813Morgan Stanley · 2026-08-13
- Morgan Stanley-Software：Watt's New With The Neoclouds？ Capitalizing Upon a Robust Demand Backdrop-260812Morgan Stanley · 2026-08-12
- Morgan Stanley-Quantinuum（QNT.US）Solid first quarter out of the gates-260812Morgan Stanley · 2026-08-12
- Morgan Stanley-Large Cap Banks：Key Metrics Post~2Q26 Earnings-260812Morgan Stanley · 2026-08-12
- Morgan Stanley-Lumentum Holdings Inc（LITE.US）Easily Clearing a Challenging Bar-260812Morgan Stanley · 2026-08-12
- Morgan Stanley-Lumentum Holdings Inc - North America Easily Clearing a Challenging Bar-260812Morgan Stanley · 2026-08-12
- Morgan Stanley-Internet：How Could Open~Weight Models Impact GenAI ROIC？-260812Morgan Stanley · 2026-08-12
- Morgan Stanley-NVIDIA Corp. NVDA $500bn investment mobilization is a positive brings focus to rev sharing-260811Morgan Stanley · 2026-08-11
- Morgan Stanley-Investor Presentation：Asia Summer School： Powering AI-260811Morgan Stanley · 2026-08-11
- Morgan Stanley-GoPro Inc（GPRO.US）2Q26 Earnings – Fundamental Headwinds Persist As Strategic Review Progresses-260811Morgan Stanley · 2026-08-11
- Morgan Stanley-Asia Economics：The Viewpoint： Growing Evidence Confirms Recovery is Broadening Out Beyond AI-260811Morgan Stanley · 2026-08-11
- Morgan Stanley-Toei Animation （4816.T）Stay EW： Continued Mediumterm IP Growth Prospects， but China Film Revenues Set to Fall Near~term-260810Morgan Stanley · 2026-08-10
- Morgan Stanley-SpaceX Cursor Deep Dive Can SpaceX Leap to the AI Frontier-260810Morgan Stanley · 2026-08-10
- Morgan Stanley-Global IT Hardware AI + Chipflation Two Tailwinds, One Trade… For Now-260810Morgan Stanley · 2026-08-10
- Morgan Stanley-China Consumer： Raw Materials Price Chartbook：Raw Materials Price Movements （July~26） and Stock Implications-260810Morgan Stanley · 2026-08-10
- Morgan Stanley-China Healthcare：China Biotech Funding and Licensing Monthly-260810Morgan Stanley · 2026-08-10
- Morgan Stanley-China Healthcare：China Biotech Valuation and Liquidity Monthly-260810Morgan Stanley · 2026-08-10
- Morgan Stanley-Asia-Pacific Technology AI Supply Chain GPU Architecture Optimization Given Memory Shortage and Supernode Challenge-260810Morgan Stanley · 2026-08-10
- Morgan Stanley-Software Snippets：Hyperscaler Capex Forecasts Rise Further-260809Morgan Stanley · 2026-08-09
- Morgan Stanley-External Demand and Policy Outlook-260809Morgan Stanley · 2026-08-09
- Morgan Stanley-China Al Foundation Models - Asia Pacific Intelligence War Over Price War-260809Morgan Stanley · 2026-08-09
- Morgan Stanley-Asia-Pacific Technology - Asia Pacific Connecting Dots-HK investors' feedback on Asian semis-260809Morgan Stanley · 2026-08-09
- Morgan Stanley-Unity Software Inc（U.UN）The Runway Keeps Getting Longer； Reiterate OW-260807Morgan Stanley · 2026-08-07
- Morgan Stanley-WuXi Biologics Cayman Inc （2269.HK）Acquisition of Transcenta's Hangzhou Manufacturing Site-260807Morgan Stanley · 2026-08-07
- Morgan Stanley-Naver Corp2Q26 OP miss more details on AI Factory-260807Morgan Stanley · 2026-08-07
- Morgan Stanley-Monster Beverage Corp（MNST.US）Reiterate OW： Green Machine； Continued Strong Topline Growth with a Q2 July 2~Yr OSG Acceleration， Now with a GM Inflection-260807Morgan Stanley · 2026-08-07
- Morgan Stanley-Internet：The Bottom Line on ABNB， CART and LYFT-260807Morgan Stanley · 2026-08-07
- Morgan Stanley-Cloudflare Inc - North America 2Q26 Results – Execution + More Consumption Equals Acceleration in 2Q, Reiterate OW-260807Morgan Stanley · 2026-08-07
- Morgan Stanley-China Steel Exports：July – A small sequential pullback-260807Morgan Stanley · 2026-08-07
- Morgan Stanley-Tesla Inc （TSLA.US）8th Annual Intern Survey： Tesla Finds Its Footing-260806Morgan Stanley · 2026-08-06
- Morgan Stanley-Samsung Electro-Mechanics - Asia Pacific MLCC – Pricing Power Is Coming, New Top Pick-260806Morgan Stanley · 2026-08-06
- Morgan Stanley-Software：2Q26 SaaS Earnings Roundup：KVYO，GTM & AMPL-260806Morgan Stanley · 2026-08-06
- Morgan Stanley-Internet：What Matters for DASH and EXPE From Here？-260806Morgan Stanley · 2026-08-06
- Morgan Stanley-GlobalFoundries Inc（GFS.US）AI strength， mobile weakness accelerating diversification story-260806Morgan Stanley · 2026-08-06
- Morgan Stanley-Clean Tech：Earnings Takeaways： SEDG， EVGO， ARRY， RUN & FLNC-260806Morgan Stanley · 2026-08-06
- Morgan Stanley-Asia Technology - Asia Pacific Memory - A Small Wrinkle-260806Morgan Stanley · 2026-08-06
- Morgan Stanley-AppLovin Corp（APP.US）Attractive， Even If You Value Ecommerce at $0； Remain OW-260806Morgan Stanley · 2026-08-06
- Morgan Stanley-Taiyo Yuden（6976.T）F3 27 1Q Results： Weaker MLCC Sales Growth Versus Rivals-260805Morgan Stanley · 2026-08-05
- Morgan Stanley-Asia Summer School： China Autos & Shared Mobility： Autonomous Driving and Globalization-260805Morgan Stanley · 2026-08-05