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光大证券-长光辰芯3277.HK投资价值分析报告全球高端CIS 工业成像赛道高景气及国产替代共振打开成长空间-260811光大证券 · 2026-08-11
交银国际-科技行业月报：科技板块震荡，AI资本支出进一步上调-260811交银国际 · 2026-08-11
中银证券-计算机行业“一周解码”：基本面景气持续，算力链进入反弹通道-260811中银证券 · 2026-08-11
中银证券-房地产行业从最新规划与政策看北京城市更新的新方向：北京城市更新有所不同？-260811中银证券 · 2026-08-11
中邮证券-房地产行业报告：北京发布楼市新政，支撑刚需与置换链条修复-260811中邮证券 · 2026-08-11
中泰证券-浦发银行深度报告基本面回升周期业绩稳健性强-260811中泰证券 · 2026-08-11
中原证券-半导体行业月报：海外云厂商继续上调26年资本支出计划，服务器CPU需求旺盛-260811中原证券 · 2026-08-11
中信建投-航空机场行业动态：《民用航空发展“十五五”规划》印发-260811中信建投 · 2026-08-11
中信建投-航运港口行业动态：集运运价回升，油运运价上涨-260811中信建投 · 2026-08-11
中信建投-电力行业：二季度煤价同比上涨，部分区域月度电价回升-260811中信建投 · 2026-08-11
中信建投-物流行业：海峡重开预期致油价下跌，刚果(金)发布矿产出口禁令-260811中信建投 · 2026-08-11
中信建投-家电行业渠道专题：存量破局，全域共融——从海信×天猫超品日看家电企业如何借力平台获得增长-260811中信建投 · 2026-08-11
中信建投-国防军工行业动态：军工板块发布半年报预告，船舶增速显著航发企稳-260811中信建投 · 2026-08-11
中信建投-六张网的政策深意：科技和民生-260811中信建投 · 2026-08-11
东吴证券-金盘科技电通四海算启新局-260811东吴证券 · 2026-08-11
东吴证券-固收深度报告：城投挖系列(十七)之赣江涌势，债稳业昌，江西省城投债现状4个知多少-260811东吴证券 · 2026-08-11
东吴证券-优利德测试仪器仪表领军企业受益光通信电力等AI基建需求上行-260811东吴证券 · 2026-08-11
东北证券-轻工制造行业：散热材料革命，国内厂商加速突围-260811东北证券 · 2026-08-11
东北证券-中国制造出口出海全景图谱——全球产业链重构与AI浪潮共振-260811东北证券 · 2026-08-11
万联证券-交通运输行业跟踪报告：上周国泰航空、太平洋航运发布中期业绩，实现较快增长-260811万联证券 · 2026-08-11
Deutsche Bank-Humanoid Robot：Mid~year reality check； Ecosystem flywheel spinning-260810Deutsche Bank · 2026-08-10
Nomura-Wuxi Apptec（2359.HK）A positive development on geopolitics-260810Nomura · 2026-08-10
Nomura-USD CNY fix model -260810Nomura · 2026-08-10
Nomura-JPY Monthly Flow Monitor：Pension funds’ net selling of foreign equities amid declines in yen terms in July-260810Nomura · 2026-08-10
Nomura-China Internet & New Media：Takeaways from Ant Afu expert call-260810Nomura · 2026-08-10
Morgan Stanley-Toei Animation （4816.T）Stay EW： Continued Mediumterm IP Growth Prospects， but China Film Revenues Set to Fall Near~term-260810Morgan Stanley · 2026-08-10
Morgan Stanley-SpaceX Cursor Deep Dive Can SpaceX Leap to the AI Frontier-260810Morgan Stanley · 2026-08-10
Morgan Stanley-Global IT Hardware AI + Chipflation Two Tailwinds, One Trade… For Now-260810Morgan Stanley · 2026-08-10
Morgan Stanley-China Consumer： Raw Materials Price Chartbook：Raw Materials Price Movements （July~26） and Stock Implications-260810Morgan Stanley · 2026-08-10
Morgan Stanley-China Healthcare：China Biotech Funding and Licensing Monthly-260810Morgan Stanley · 2026-08-10
Morgan Stanley-China Healthcare：China Biotech Valuation and Liquidity Monthly-260810Morgan Stanley · 2026-08-10
Morgan Stanley-Asia-Pacific Technology AI Supply Chain GPU Architecture Optimization Given Memory Shortage and Supernode Challenge-260810Morgan Stanley · 2026-08-10
J.P. Morgan-Semiconductors June WSTS： Growth Broadening and Accelerating Beyond Memory； We See a Path to $1.68T $2.25T in Semi Sales in CY26 CY27-260810英文报告 · 2026-08-10
J.P. Morgan-KIOXIA Holdings （285A.T） Raising earnings estimates on strong pricing： Rerating hinges on greater LTA credibility-260810英文报告 · 2026-08-10
J.P. Morgan-Cisco（CSCO.US）F4Q26 Preview： Expect Strong Demand Momentum on Display； However， High Bar for FY27 Guide Leaves Us Cautious Into the Print-260810英文报告 · 2026-08-10
J.P. Morgan-Claritev Corp（CTEV.US）Results slight beat； ACV bookings strong； NSA was a driver and we believe there are more opportunities； Maintain OW-260810英文报告 · 2026-08-10
J.P. Morgan-Auras Technology（3324.TW）2Q26 GM a miss； better 3Q26 growth outlook driven by higher GB300 contribution-260810英文报告 · 2026-08-10
J.P. Morgan-ASEAN Metals & Indonesia Strategy：How far are we from the bottom？-260810英文报告 · 2026-08-10
Goldman Sachs-Yangzijiang Shipbuilding （YAZG.SI） 1H26 analyst briefing takeaways： mgmt guide elevated margin to sustain in 2H26， and a similar ASP for 2025~26 orders vs 2024’s-260810Goldman Sachs · 2026-08-10
Goldman Sachs-VASEN 2Q26 NP beat on one~off gains demand challenges persist Neutral-260810Goldman Sachs · 2026-08-10
Goldman Sachs-US ECONOMICS ANALYST：What Is AI Investment Crowding Out？-260810Goldman Sachs · 2026-08-10
Goldman Sachs-Tripadvisor Inc. （TRIP.US）Q2’26 Earnings Review： Reshaping the Portfolio Around Experiences； Navigating the Macro Headwinds-260810Goldman Sachs · 2026-08-10
Goldman Sachs-Nebius Group （NBIS.US）： Key investor questions ahead of 2QCY26 earnings-260810Goldman Sachs · 2026-08-10
Goldman Sachs-NAVIGATING CHINA INTERNET：What to expect into mega~caps 2Q prints-260810Goldman Sachs · 2026-08-10
Goldman Sachs-Kweichow Moutai Market~oriented plan #6 price hike of four SKUs at 42 direct self~operating stores incl. Feitian Buy-260810Goldman Sachs · 2026-08-10
Goldman Sachs-India： AI Tracker： AI adoption and its impact on India’s labour market-260810Goldman Sachs · 2026-08-10
Goldman Sachs-GOAL KICKSTART：Summer data~only update-260810Goldman Sachs · 2026-08-10
Goldman Sachs-Global： GS Economic Indicators Update： US Wage Growth Moderates to 3.6%-260810Goldman Sachs · 2026-08-10
Goldman Sachs-Global Market Views：Same Macro， Different Marks-260810Goldman Sachs · 2026-08-10
Goldman Sachs-Europe Automobiles：Chinese OEM Competition Monitor Jul~26： Chinese market share growth stays strong； PHEV exports surge， likely front~running the pending tarif-260810Goldman Sachs · 2026-08-10