行业研究报告库
- 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
- J.P. Morgan-Xiaomi（1810.HK）No quick turnaround in sight， EV target cut may create a near~term bottom； stay Neutral-260811英文报告 · 2026-08-11
- J.P. Morgan-Vertical SaaS & Health Tech ：Marketing Deck-260811英文报告 · 2026-08-11
- J.P. Morgan-In a cyclical state of mind-260811英文报告 · 2026-08-11
- J.P. Morgan-Global Power Equipment Turbine Trends Tracker： Highest Orders Quarter on Record； Large Frames and BTM Dominate-260811英文报告 · 2026-08-11
- J.P. Morgan-EM USD 10s30s Spread Curve Report-260811英文报告 · 2026-08-11
- J.P. Morgan-CoreWeave（CRWV.US） Favorable Demand & Leadership in AI Infrastructure Balanced by Limited Near~Term Margin Upside； Maintain Neutral & Establishing Dec~27 Price Target of $110-260811英文报告 · 2026-08-11
- J.P. Morgan-China Home Appliance：July AVC sales rebound， tough comps largely behind-260811英文报告 · 2026-08-11
- Goldman Sachs-Wistron （3231.TW）： July and 2Q26 beat； AI server rack in a strong ramp~up with customer expansion and specification upgrades； Buy-260811Goldman Sachs · 2026-08-11
- Goldman Sachs-Super Micro Computer Inc. （SMCI.US） F4Q26 Review： In~quarter and guidance beat on broadening mix-260811Goldman Sachs · 2026-08-11
- Goldman Sachs-NYPCB （8046.TW） New capacity expansion on high~end ABF suggesting significant ASP jump in the next 3+ years； short~term pricing uptrend remains solid； reiterate Buy （on CL）-260811Goldman Sachs · 2026-08-11
- Goldman Sachs-Nvidia Corp. （NVDA.US）： 2Q Preview： Expect investor focus on partner financing platform and the shape of the Rubin product ramp-260811Goldman Sachs · 2026-08-11
- Goldman Sachs-Nuclear Nuggets： Global reactor tracker~August edition-260811Goldman Sachs · 2026-08-11
- Goldman Sachs-Hundsun Refreshing Estimates Post Weak 1H26 Prelim Results Double~Digit Order Growth Underpins 2H26 Recovery Outlook-260811Goldman Sachs · 2026-08-11
- Goldman Sachs-Foxconn Industrial Internet New AI products in 3Q26 Strong Cash Flow to secure growth 2Q26 in line TP up to Rmb121 Buy-260811Goldman Sachs · 2026-08-11
- Goldman Sachs-Ferrari NV （RACE.MI）： Strong Amalfi ramp~up lifts 2H volume but burdens pre~FX ASP， while personalisation rates and FX lift margin-260811Goldman Sachs · 2026-08-11
- Goldman Sachs-EM IN FOCUS：The IMF’s External Sector Report — Global Imbalances Continue to Rise-260811Goldman Sachs · 2026-08-11
- Goldman Sachs-Eastroc Beverage NDR Takeaways Keep full year guidance at 15%+ topline growth with July Aug trend swing by weather 2H-260811Goldman Sachs · 2026-08-11
- Goldman Sachs-China Solar： A new round of anti~involution initiatives： what’s new， what’s different， and what to watch next？-260811Goldman Sachs · 2026-08-11
- Goldman Sachs-CHINA PROPERTY：New policy easing in Beijing could support 4Q sales outlook and stock valuation-260811Goldman Sachs · 2026-08-11
- Goldman Sachs-China Industrial Tech：Go Global 3.0： The Age of China's AI Industrialization-260811Goldman Sachs · 2026-08-11
- Goldman Sachs-China Pet Food Monthly： Jul 2026： growth accelerated in Jul vs 2Q26 with smaller local brands MNC brands catching~up-260811Goldman Sachs · 2026-08-11
- Goldman Sachs-CHINA COSMETICS： MONTHLY TRACKER Jul~26： slower Jul GMV post strong 618， albeit a seasonally soft month； MNCs mixed； MGP led-260811Goldman Sachs · 2026-08-11
- Goldman Sachs-CHINA DATA CENTERS：The rise of Ulanqab as one of APAC’s largest and fastest growing AI computing clusters-260811Goldman Sachs · 2026-08-11
- Goldman Sachs-CHINA AIR TRAVEL RECOVERY TRACKER：Domestic airfare keeps recovering on steady pax traffic and a lower fuel surcharge， while oil price remains a key share price driver-260811Goldman Sachs · 2026-08-11
- Goldman Sachs-Autodesk Inc. （ADSK.US） Quality Franchise， Balanced Setup； Initiate at Neutral， $260 PT-260811Goldman Sachs · 2026-08-11
- Goldman Sachs-Asia Pacific Textile， Apparel & Footwear： Monthly Tracker： July 2026： OEM order trends mixed with Shenzhou YY 1H26 profit warning； Pou-260811Goldman Sachs · 2026-08-11
- Goldman Sachs-AMERICAS RETAIL： SUPERMARKETS Evaluating the impact of Amazon Now on grocers-260811Goldman Sachs · 2026-08-11
- Goldman Sachs-AMERICAS INVESTMENT BANKS：Structural M&A growth persists， but expenses continue to rise， with valuation upside less likely； key themes exiting 2Q26 EPS-260811Goldman Sachs · 2026-08-11
- Goldman Sachs-AMERICAS INVESTMENT BANKS Investment Banking Monitor： Announced July activity fell， as strategic large~cap M&A and DCM moderated-260811Goldman Sachs · 2026-08-11
- Goldman Sachs-AMERICAS ASSET：MANAGERS More room to run as fundraising hits record， valuations remain attractive-260811Goldman Sachs · 2026-08-11
- Goldman Sachs-All Ring Tech Co. （6187.TWO） Earnings Review： 2Q26 margin beat； Multiple drivers into 2027 with potential new US customer penetration beyond； reiterate Buy-260811Goldman Sachs · 2026-08-11
- Goldman Sachs-AGRICULTURE ANALYST Biofuels Primer： Why Crop Prices Increasingly Follow Fuel-260811Goldman Sachs · 2026-08-11
- Deutsche Bank-US SMID Cap Banks：What Banks Are Saying： Operating Backdrop Continues To Be Resilient， Remain + On Banks-260811Deutsche Bank · 2026-08-11
- CITI-Taiwan PCB & Laminates：CCL price hike not a concern； Buys on Gold Circuit and Tripod-260811CITI · 2026-08-11
- CITI-Global Luxury Goods：Luxury Pricing Tracker： limited July price increases， led by Louis Vuitton and Omega-260811CITI · 2026-08-11
- CITI-Metal Matters：Investment demand to continue to drive silver prices as industrial demand faces substitution headwind-260811CITI · 2026-08-11
- CITI-China Auto Manufacturers：CPCA data—Jul EV domestic penetration surged to 65.1%； ICE NEV export at 42% 148% YoY-260811CITI · 2026-08-11
- BofA Securities-Greater China Industrials：Robotics company visit takeaways： world action model， data and dexterous hand-260811BofA Securities · 2026-08-11
- BofA Securities-US Watch：AI dashboard： Job apocalypse？ Not so fast-260811BofA Securities · 2026-08-11
- Bernstein-Vertex Pharmaceuticals Inc（VRTX.US）Vertex Pharmaceuticals （VRTX）： Negative SION~719 shows the challenges displacing a backbone SOC and our Top Pick-260811Bernstein · 2026-08-11
- Bernstein-Riot Platforms Inc（RIOT.US）RIOT： $9.1Bn frontier lab deal and 1GW LOI （New PT $35）-260811Bernstein · 2026-08-11
- Bernstein-Payments， Processors & IT Services Visa， Mastercard： Can Capital One realistically convert meaningful credit card volumes over to Discover？-260811Bernstein · 2026-08-11
- Bernstein-Intuitive Surgical Inc（ISRG.US）Intuitive Surgical： GI go？-260811Bernstein · 2026-08-11
- Bernstein-Global Semiconductor Equipment： Equip this！ Raising WFE growth to 75% in two years-260811Bernstein · 2026-08-11
- Bernstein-Global Hotels & Leisure Cruise： Has the storm now passed？ （August Bernstein price tracker）-260811Bernstein · 2026-08-11
- Bernstein-Global Metals & Mining Electric Revolution： Resilience ~ Decoding Metal Demand in EV Batteries and Two Scenario Analyses-260811Bernstein · 2026-08-11
- Bernstein-Datadog Inc（DDOG.US）Datadog （DDOG）： OpenAI's price reduction a tailwind？ Maybe...-260811Bernstein · 2026-08-11
- Bernstein-CoreWeave， Inc.（RWV.US）2Q26： Credit where credit is due... until the credit is actually due-260811Bernstein · 2026-08-11