行业研究报告库
- J.P. Morgan-Alibaba Group （BABA.US）Cloud and commerce earnings improve together； Reiterate Overweight-260910英文报告 · 2026-09-10
- HSBC-Haid Group Buy Hog inflection set fishmeal pressure to persist in 3Q26 due to El Ni-o impact-260910HSBC · 2026-09-10
- HSBC-Consumer Compass：Navigating Global Consumer Staples – selectivity remains key-260910HSBC · 2026-09-10
- HSBC-Global Luxury Goods：H2 26 unlikely to be easy to navigate-260910HSBC · 2026-09-10
- 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
- Deutsche Bank-Tracking the effects of AI on the US labor market （September 2026）-260910Deutsche Bank · 2026-09-10
- CITI-JX Advanced Metals （5016.T） Plan announced to boost production of ultrafine nickel powder for AI data center MLCCs-260910CITI · 2026-09-10
- CITI-ENN Natural Gas Top Pick in Gas Sector for Upside from Direct Gas Sales-260910CITI · 2026-09-10
- CITI-China Property：The 3rd Industry Revolution & The 2nd Round of Supply~side Reform-260910CITI · 2026-09-10
- Bofa-The Quantum Computing Dictionary-260910Bofa · 2026-09-10
- Bofa-The Flow Show Those yields might not hurt yet, but diesel-260910Bofa · 2026-09-10
- Bernstein-U.S. IT Hardware Apple （AAPL）： Surprise and Shine didn't disappoint， but what about Gross Margins？-260910Bernstein · 2026-09-10
- Bernstein-Shopify Inc.SHOP.USShopify AI's optimist. coverage at Outperform PT $160-260910Bernstein · 2026-09-10
- Bernstein-Global Hotels & Leisure Leisure in the Quarter （2Q26）： Key debates and the path ahead-260910Bernstein · 2026-09-10
- Barclays-China Technology：The Forest Report~2Q26 Edition-260910Barclays · 2026-09-10
- Barclays-FX Views：Structural JPY weakness unchanged-260910Barclays · 2026-09-10
- ABG Sundal Collier-Telecom Equipment Telecom Operators Satellites take off, but terrestrial networks hold their ground-260910ABG Sundal Collier · 2026-09-10
- 财通证券-高能环境资源循环增动能 进军上游拓新篇-260909财通证券 · 2026-09-09
- 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
- 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
- HSBC-Wistron （3231.TT）Buy： Aug sales tracking ahead， driven by AI servers-260909HSBC · 2026-09-09