Goldman Sachs-Nexchip （688249.SS） 28nm 22nm Capacity in expansion； better mix toward power semis； Neutral-260916

Goldman Sachs 的其他研究报告

• 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

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