行业研究报告库
- 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
- HSBC-Global Tech：HSBC’s Key Tech Insights： measuring models-260915HSBC · 2026-09-15
- HSBC-China EV Tracker：Policy shift may accelerate industry consolidation-260915HSBC · 2026-09-15
- 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
- Deutsche Bank-Thematic Research：The revenge of the supply~side：A new economic regime-260915Deutsche Bank · 2026-09-15
- Deutsche Bank-Thematic Research：AI doom： A brief history of bad tech predictions-260915Deutsche Bank · 2026-09-15
- Deutsche Bank-Semis skimmed：Tracking the tightness： Sep 2026-260915Deutsche Bank · 2026-09-15
- Deutsche Bank-dbMetals：The Whole Flow Report：Is Chair Warsh a Serial Hiker？-260915Deutsche Bank · 2026-09-15
- Deutsche Bank-Al at 70 （Part 2）：14 more lessons from a lifetime of boom and bust：Context is all you need-260915Deutsche Bank · 2026-09-15
- CITI-BYD Long AI Short Autos Or A Repeat of Lagged Mean~Reversion MidSep Update-260915CITI · 2026-09-15
- Bofa-Global Fund Manager Survey Racing the Frontier-260915Bofa · 2026-09-15
- BofA Securities-Thematic Investing On the Road to Autonomy： BofA Autonomous Vehicle Field Trip-260915BofA · 2026-09-15
- BofA Securities-Internet e~Commerce BofA Frontier AI Data Tracker： Model rankings， usage data， and token GPU costs-260915BofA · 2026-09-15
- BofA Securities-Global Nuclear Postcard from the 2026 WNA Symposium： converting big ambition to bold action-260915BofA · 2026-09-15
- BofA Securities-Guizhou Aviation AUndervalued forging name dual growth engines aero + gas turbines New Buy-260915BofA · 2026-09-15
- BofA Securities-China Consumer （H A） Postcards from Henan： in search of ideas amid a demand downturn-260915BofA · 2026-09-15
- Bernstein-U.S. Internet & U.S. SMID~Cap Software：AWS Web Metrics Data： Late~Q3'26 update — softness persists-260915Bernstein · 2026-09-15
- Bernstein-The Long View：Global Media~A beginner's guide to TV production-260915Bernstein · 2026-09-15
- Bernstein-SAP SE（SAP.GR）Key takeaways from SDC conference-260915Bernstein · 2026-09-15
- Bernstein-Japan IT Hardware & Electronics Japan's Physical AI Comeback~a positive view-260915Bernstein · 2026-09-15
- Bernstein-Global Semiconductors：Global Semi： South Korea Equipment Import Tracker （Aug 26）： Import +87_ YoY-260915Bernstein · 2026-09-15
- Bernstein-Global Luxury Goods LVMH： Louis Vuitton's Entry Price Opportunity-260915Bernstein · 2026-09-15
- Bernstein-GE Vernova， Inc（GEV.US）Still wired to win~reiterating GEV through data center uncertainty， model update-260915Bernstein · 2026-09-15
- Bernstein-ASML Holding NV（ASML.NA）ASML： SDC Key Takeaways~110 LNA EUV units is not a supply cap in 2028-260915Bernstein · 2026-09-15
- Bernstein-ARM Holdings PLC（ARM.US）ARM： SDC Key Takeaways ~ AGI CPU well on track-260915Bernstein · 2026-09-15
- Bernstein-Americas Energy & Transition：Global LNG： Winter gas super~spike should only end with the conflict-260915Bernstein · 2026-09-15
- Barclays-Sustainable Investing： Nuclear Renaissance Fusion： Investing before ignition-260915Barclays · 2026-09-15
- 麦高证券-电子行业 MLCC供需缺口边际扩大%2b高容渗透率提升 MLCC价格上行趋势-260914麦高证券 · 2026-09-14
- 长城证券-大宗商品：铝，宏观利空冲击下，铝价抗跌性或偏弱-260914长城证券 · 2026-09-14
- 长城证券-大宗商品：PTA，成本与供需驱动反向，利润延续压缩-260914长城证券 · 2026-09-14
- 长城证券-大宗商品：乙二醇，现货价格坚挺上行-260914长城证券 · 2026-09-14
- 长城证券-大宗商品：原油，强基本面下地缘溢价的进一步加持-260914长城证券 · 2026-09-14
- 财信证券-宏观点评报告：经济金融高频数据-260914财信证券 · 2026-09-14
- 西南证券-北交所上市公司2026年半年报综述：基本面底盘稳健，结构分化蕴含修复机遇-260914西南证券 · 2026-09-14
- 申万宏源-汽车行业2026年中报总结：出口与高端化对冲部分盈利压力，关注科技与全球化增量-260914申万宏源 · 2026-09-14
- 申万宏源-摩尔线程国产全功能GPU蓄锐将驰-260914申万宏源 · 2026-09-14
- 浙商证券-机构行为图谱系列之八：机构行为Skill搭建，定价权透视和利率前瞻-260914浙商证券 · 2026-09-14
- 浙商证券-历史复盘 ETF模拟组合与轮动节奏 如何理性布局历史厄尔尼诺 -260914浙商证券 · 2026-09-14
- 浙商证券-RSI、Latent+Reasoning深度研究：期待模型能力突破带来算力再扩容-260914浙商证券 · 2026-09-14
- 方正证券-专题研究 发债房企2026年半年报变化及地产债-260914方正证券 · 2026-09-14
- 招商证券-爱科赛博测试电源业务有望在AIDC领域迎来大发展-260914招商证券 · 2026-09-14
- 招商证券-央国企动态系列报告之71：上市央企上半年盈利修复，强化关键共性技术供给-260914招商证券 · 2026-09-14