行业研究报告库

共 3286 份　第 61 页

按类型浏览

行业报告券商研报英文报告

华创证券-深城交2026年半年报点评上半年扭亏为盈全面拥抱AI 抢抓AI驱动城市治理范式升级的时代机遇-260808华创证券 · 2026-08-08
华创证券-【宏观快评】美国7月非农数据点评：就业走弱支持联储按兵不动-260808华创证券 · 2026-08-08
华创证券-【宏观快评】7月进出口数据点评：解码出口快讯中的“其他”商品-260808华创证券 · 2026-08-08
华创证券-【宏观专题】当科技遇上主权，这次有什么不一样？——海外科技思辨系列五-260808华创证券 · 2026-08-08
华创证券-【债券深度报告】从现券分析到期货分析：国债期货分析框架——国债期货投资手册系列之二-260808华创证券 · 2026-08-08
中银证券-高频数据扫描：新航道接近达成、黄金获双重支撑-260808中银证券 · 2026-08-08
中银证券-人形机器人行业深度报告：具身智能理想载体，奇点渐至未来可期-260808中银证券 · 2026-08-08
中泰证券-黄金行业深度报告：滞涨再次袭来，金牛火力全开-260808中泰证券 · 2026-08-08
中泰证券-科技反弹是否一蹴而就？-260808中泰证券 · 2026-08-08
中泰证券-交通运输行业行业高质量发展关注快递运价指数偏强油运-260808中泰证券 · 2026-08-08
中信建投-国防军工行业：SpaceX二季度业绩高增，卫星互联网商业闭环加速成型-260808中信建投 · 2026-08-08
东方证券-机械设备行业：具身智能模型持续进步，行业商业化突破有望加速-260808东方证券 · 2026-08-08
东吴证券-金工定期报告：风险担忧缓和，结构性修复能否延续？-260808东吴证券 · 2026-08-08
东吴证券-制药行业创新药方法论—从分子到公司-260808东吴证券 · 2026-08-08
Nomura-WinWay Technology（6515.TW）Sustained earnings upward revision-260807Nomura · 2026-08-07
Nomura-USD CNY fix model -260807Nomura · 2026-08-07
Nomura-SG MicroEntering into a new product cycle-260807Nomura · 2026-08-07
Nomura-China healthcare：MNCs’ June~quarter results read~through （3）-260807Nomura · 2026-08-07
Nomura-Baidu（BIDU.US）2Q26F preview： weak ads， strong AI cloud-260807Nomura · 2026-08-07
Nomura-Asia Insights：China： Growth of both exports and imports slowed in June but remained elevated-260807Nomura · 2026-08-07
Nomura-Asia Economic Monthly：How AI is rewiring Asia’s labour market-260807Nomura · 2026-08-07
Morgan Stanley-Unity Software Inc（U.UN）The Runway Keeps Getting Longer； Reiterate OW-260807Morgan Stanley · 2026-08-07
Morgan Stanley-WuXi Biologics Cayman Inc （2269.HK）Acquisition of Transcenta's Hangzhou Manufacturing Site-260807Morgan Stanley · 2026-08-07
Morgan Stanley-Naver Corp2Q26 OP miss more details on AI Factory-260807Morgan Stanley · 2026-08-07
Morgan Stanley-Monster Beverage Corp（MNST.US）Reiterate OW： Green Machine； Continued Strong Topline Growth with a Q2 July 2~Yr OSG Acceleration， Now with a GM Inflection-260807Morgan Stanley · 2026-08-07
Morgan Stanley-Internet：The Bottom Line on ABNB， CART and LYFT-260807Morgan Stanley · 2026-08-07
Morgan Stanley-Cloudflare Inc - North America 2Q26 Results – Execution + More Consumption Equals Acceleration in 2Q, Reiterate OW-260807Morgan Stanley · 2026-08-07
Morgan Stanley-China Steel Exports：July – A small sequential pullback-260807Morgan Stanley · 2026-08-07
J.P. Morgan-Yangzijiang Shipbuilding Holdings Ltd（YAZG.SI）Post~1H26~earnings briefing takeaways： -35% GPM achievable in FY27E~28E； large containership demand surprises-260807英文报告 · 2026-08-07
J.P. Morgan-V~Test ~ ALeading third~party testing player to benefit from local AI chip ramp~up initiate at OW-260807英文报告 · 2026-08-07
J.P. Morgan-TripAdvisor， Inc.（TRIP.US）N~T Headwinds Persist， But Experiences Pivot Offers a Path； Remain UW & PT to $10-260807英文报告 · 2026-08-07
J.P. Morgan-Nordic Semiconductor（NOD.OL）Q2’26 recap： Strategy playing out in financials， but Consumer market keeps us cautious； remain Neutral-260807英文报告 · 2026-08-07
J.P. Morgan-Nan Ya Plastics Corp（1303.TW） Strong electronic materials revenue growth of +15% m m； July revenue surged to a 49~month high-260807英文报告 · 2026-08-07
J.P. Morgan-Hong Kong Property：More signs of moderation in housing market； downgrade Sino Land to Neutral-260807英文报告 · 2026-08-07
J.P. Morgan-Electronic Components Sector：Western Digital’s 4Q FY2026 results： Implications for Japan’s electronic components sector-260807英文报告 · 2026-08-07
J.P. Morgan-Dropbox（DBX.US）2Q26 Review： Third Quarter of User Growth Strengthens the Durability Argument-260807英文报告 · 2026-08-07
J.P. Morgan-China： FX reserves ticked up， implied outflows elevated Enhancing tax transparency offshore wealth oversight-260807英文报告 · 2026-08-07
J.P. Morgan-China Steel ~ Channel checker：10~day China steel output~7% vs previous & Steel exports July run~rate ~5% MoM； Seasonal slowdown amplified by weather disruptions-260807英文报告 · 2026-08-07
J.P. Morgan-China July trade： AI still the anchor， external risks rise-260807英文报告 · 2026-08-07
Goldman Sachs-Winway Technology Co. （6515.TW）Earnings Review： 2Q26 GM inline； Near term momentum set to further accelerate with robust TAM expansion into 2028； reiterate Buy； TP to NT$14，800-260807Goldman Sachs · 2026-08-07
Goldman Sachs-Unity Software Inc. （U.US）Q2’26 Earnings Review： Operating Momentum Continues to Build with Beat~&~Raise Quarter-260807Goldman Sachs · 2026-08-07
Goldman Sachs-Under Armour Inc. （UAA.US） F1Q27 Earnings Review： Revenue recovery delayed amidst a softer consumer backdrop-260807Goldman Sachs · 2026-08-07
Goldman Sachs-Swire Pacific （0019.HK） 1H26 results above on broad~based strength across segments. +15% DPS hike a pleasant surprise-260807Goldman Sachs · 2026-08-07
Goldman Sachs-Swire Properties （1972.HK）1H26 results above on residential sales and sustained rental recovery. Buy-260807Goldman Sachs · 2026-08-07
Goldman Sachs-Nintendo （7974.T） 1Q results： Modestly above expectations even excluding tariff refunds； Switch software strong and annual playing users remain at high levels； raise earnings estimates， Buy-260807Goldman Sachs · 2026-08-07
Goldman Sachs-MSCI EM closed flat w w； Broadening outside of tech as Cyclicals， Commodity pockets gained； 2Q results continued to track stronger than expectations with Median profits up 17% yoy-260807Goldman Sachs · 2026-08-07
Goldman Sachs-Infineon （IFXGn.DE）： AI momentum， underpinned by capacity reservation agreements； reiterate Buy-260807Goldman Sachs · 2026-08-07
Goldman Sachs-GLOBAL FX TRADER：Get JPY With A Little Help From My Friends-260807Goldman Sachs · 2026-08-07
Goldman Sachs-Energy， Utilities & Mining Pulse： Investors Asking： Where Are We Seeing Green Shoots of Interest on Emerging Themes？-260807Goldman Sachs · 2026-08-07
Goldman Sachs-China： Trade growth moderated in July-260807Goldman Sachs · 2026-08-07