行业研究报告库
- 东北证券-登康口腔产品 渠道双轮驱动 抗敏感多元成长-260813东北证券 · 2026-08-13
- 东北证券-希迪智驾(3881.HK)港股公司报告：全栈自研深耕矿山场景，技术壁垒支撑长期成长-260813东北证券 · 2026-08-13
- HSBC-CCTC Buy A longer MLCC upcycle-260812HSBC · 2026-08-12
- Nomura-USD CNY fix model-260812Nomura · 2026-08-12
- Nomura-Tencent Music Entertainment Group（TME.US）2Q results beat；softer 3Q and FY26 guidance-260812Nomura · 2026-08-12
- 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
- JPM-Tencent (0700) Funding the Al trough-260812JPM · 2026-08-12
- J.P. Morgan-Lam Research（LRCX.US）Takeaways From Our 2026 Hardware & Semis Management Access Forum-260812英文报告 · 2026-08-12
- J.P. Morgan-Korea Economic Outlook：Macroeconomic implications of the tech boom-260812英文报告 · 2026-08-12
- J.P. Morgan-Kingdee International（0268.HK）Revising our model after 1H26 results； stay OW-260812英文报告 · 2026-08-12
- J.P. Morgan-Inventec（2356.TW）：Server demand strengthens， yet balance sheet constraints persist； N-260812英文报告 · 2026-08-12
- J.P. Morgan-Global EV & Battery Update：July 2026： EV PHEV mix strong in EU， China moderate，US weak； ESS momentum continues-260812英文报告 · 2026-08-12
- 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
- Deutsche Bank-CoreWeave（CRWV.US）F2Q~Hitting the right notes-260812Deutsche Bank · 2026-08-12
- Bofa-Nebius Group N.V. Business model positioned well to capture strengthening unit economics; PO to $310-260812Bofa · 2026-08-12
- Bofa-Coreweave Active power expansion drives higher growth and stronger margin outlook-260812Bofa · 2026-08-12
- Bernstein-WuXi AppTec Co LtdWuXi AppTec 1H26 model update Raising estimates on strong growth and quality of growth-260812Bernstein · 2026-08-12
- Bernstein-U.S. Electrical Equipment：The Data Center Labor Ceiling： How much capacity can MEP labor support by 2030？-260812Bernstein · 2026-08-12
- Bernstein-Super Micro Computer Inc（SMCI.US）SMCI FQ4'26： CPU servers and Enterprise customers power the beat； Increase TP to $42， Market~Perform-260812Bernstein · 2026-08-12
- Bernstein-Quantinuum Inc.（QNT.US）Quantinuum （QNT） 2Q26： Marching forward to their goals-260812Bernstein · 2026-08-12
- Bernstein-Payments， Processors & IT Services：Visa vs. Mastercard： Is the relative revenue growth gap now reversing again？-260812Bernstein · 2026-08-12
- Bernstein-L'Oréal（OR.FP） Reclaiming its glow-260812Bernstein · 2026-08-12
- Bernstein-India Autos Electric Revolution： India's Path~ Real Demand， Borrowed Supply Chains-260812Bernstein · 2026-08-12
- Bernstein-Honeywell International Inc（HON.US）Honeywell： IA deep~dive and our view on the turnaround story-260812Bernstein · 2026-08-12
- Bernstein-Fervo Energy Company（FRVO.US）Fervo Q2 26： Rigs， Rhythm and a Raised Bar~Fervo's Q2 Momentum-260812Bernstein · 2026-08-12
- Bernstein-EU Semiconductors：Electric Revolution： Resilience in the Auto Semiconductor Supply Chain-260812Bernstein · 2026-08-12
- Bernstein-China Semiconductors：China Semicap： Reaccelerating growth with $100bn TAM-260812Bernstein · 2026-08-12
- Bernstein-Asia~Pacific Oil & Gas：IEA Oil Market Update~Supply deficit widens as the Straits remain firmly closed-260812Bernstein · 2026-08-12
- 财信证券-存储行业深度报告：AI引爆存储需求，供给约束支撑行业高景气周期-260812财信证券 · 2026-08-12
- 财通证券-0元逆回购，何解？-260812财通证券 · 2026-08-12
- 粤开证券-【粤开宏观】从大国基建到AI底座：中美电力比较(2026)-260812粤开宏观 · 2026-08-12
- 联储证券-7月非农：低招聘、低裁员环境下，劳动力市场降，温但尚未失速-260812联储证券 · 2026-08-12
- 申万宏源-从SHEIN看跨境电商行业发展：全球领先的线上时尚平台，乘行业东风快速成长-260812申万宏源 · 2026-08-12
- 申万宏源-2026年7月造船行业月报：新造船价持续上行，船企业绩验证周期向上逻辑-260812申万宏源 · 2026-08-12
- 源达信息-智能驾驶行业专题研究：L3量产上路，智驾产业链价值重构-260812源达信息 · 2026-08-12
- 招商证券-鸿仕达AI时代自动化设备“小巨人”-260812招商证券 · 2026-08-12