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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
Goldman Sachs-Co~Tech Development Corp. （8358.TWO） Earnings Review： Pricing hike uptrend just started， accelerating from 2H26； Buy with new TP of NT$940-260810Goldman Sachs · 2026-08-10
Goldman Sachs-CKD （6407.T） 1Q above expectations； new guidance above market expectations； whether strong revenue growth momentum can be sustained is the key focus； maintaining bullish view-260810Goldman Sachs · 2026-08-10
Goldman Sachs-China Restaurants： Monthly Tracker： Jul update： Demand weakness remained， FMD faced tough base， but select players remained resilient-260810Goldman Sachs · 2026-08-10
Goldman Sachs-CHINA HOTEL OTA：2Q26 results preview： Atour to beat on retail sales. Focus on 3Q26 guidance on RevPar， unit growth and TCOM’s take rates-260810Goldman Sachs · 2026-08-10
Goldman Sachs-China Healthcare：Jul 2026 China hospital equipment bidding：Strong momentum reinforces our recovery view-260810Goldman Sachs · 2026-08-10
Goldman Sachs-China and Japan Machinery Export Tracker：Jun 2026 update，Mixed DMs； broad~based strength across EMs-260810Goldman Sachs · 2026-08-10
Goldman Sachs-Celsius Holdings Inc. （CELH.US）Sizable l.t. growth runway remains intact despite recent noise； Key takeaways from fireside chat with mgmt~Reiterate Buy-260810Goldman Sachs · 2026-08-10
Deutsche Bank-Macro Monthly：Cacophony of Risks-260810Deutsche Bank · 2026-08-10
Deutsche Bank-Humanoid Robot：Mid~year reality check； Ecosystem flywheel spinning-260810Deutsche Bank · 2026-08-10
Deutsche Bank-Glencore（GLEN.L）CEO & CFO roadshow feedback` catalysts ahead. Buy-260810Deutsche Bank · 2026-08-10
Bernstein-U.S. Multi Industry & Electrical Equipment AI Data Centers： Procurement dynamics across power and cooling components （webinar recap）-260810Bernstein · 2026-08-10
Bernstein-U.S. Semiconductors PDF Solutions （PDFS）： A different kind of attachment... Initiating coverage at Outperform， $65 PT-260810Bernstein · 2026-08-10
Bernstein-Taiwan Semiconductor Manufacturing Co Ltd（2330.TT）TSMC： Higher revenue & capex on CPU； Outperform with 40% upside-260810Bernstein · 2026-08-10
Bernstein-SMC Corporation（6273.JP）SMC： This is how an upcycle should look like-260810Bernstein · 2026-08-10
Bernstein-Novo Nordisk A S（NOVOB.DC）Novo Nordisk （UP）： Too early to get more constructive？-260810Bernstein · 2026-08-10
Bernstein-Naver CorporationNaver Q2 Wait this can go asset~light-260810Bernstein · 2026-08-10
Bernstein-Microsoft Corp（MSFT.US）Microsoft： Are they overbuilding capacity？-260810Bernstein · 2026-08-10
Bernstein-Japan and EU Semiconductors：Japan EU Semi Taiwan Import Tracker （Jul 26）： SPE import accelerated to +40% YoY-260810Bernstein · 2026-08-10
Bernstein-Global Air Tech： War finally impacts traffic guides. Maintain Outperform on Amadeus and Market~Perform on Sabre-260810Bernstein · 2026-08-10
Bernstein-Boeing Co（BA.US）Boeing： On the ground in Renton and Seattle~Where do 737MAX and free cash flow outlooks stand？-260810Bernstein · 2026-08-10
Bernstein-BASF SE（BAS.GR）BASF： Framing the longer~term value creation opportunity-260810Bernstein · 2026-08-10
Bernstein-Asian Industrial Technology Global Automation： An evolving landscape ~FA demand and market share trends in China （1H2026）-260810Bernstein · 2026-08-10
Bernstein-Americas Energy & Transition Americas Gas：Open choke...how fast will Permian gas flow？-260810Bernstein · 2026-08-10
Barclays-Siemens Schneider ABB China automation： Another quarter of share pressure for Western OEMs-260810Barclays · 2026-08-10
长城证券-星源材质隔膜全球布局加速压电陶瓷再拓新局-260810长城证券 · 2026-08-10
银河证券-全球AI前沿观察2026年第2期：资本开支攀升吞噬自由现金流-260810银河证券 · 2026-08-10
财通证券-机构行为｜8月，配置盘与交易盘是否达成一致？-260810财通证券 · 2026-08-10
财通证券-宏观深度报告：如何衡量外储充裕度？-260810财通证券 · 2026-08-10
申万宏源-银行二永债内部品种轮动策略分析：解构品种利差，驱动、信号与轮动框架-260810申万宏源 · 2026-08-10
申万宏源-钢铁行业深度报告重视钢铁板块周期和的三重底-260810申万宏源 · 2026-08-10
申万宏源-信息发展北斗领航数据变现经营转型现拐点-260810申万宏源 · 2026-08-10
申万宏源-全球资产配置热点聚焦系列之三十五：美日联合干预日元汇率，市场影响几何？-260810申万宏源 · 2026-08-10
申万宏源-中信证券深度受益于行业生态优化关注财富科创海外三大关键业务经营拓展-260810中信证券 · 2026-08-10
浙商证券-阿里巴巴-W点评报告从“钉钉”到“千问办公” AI办公重构生产力-260810浙商证券 · 2026-08-10
浙商证券-腾讯控股深度报告重构AI研发体系深耕办公Agent新入口-260810浙商证券 · 2026-08-10
浙商证券-基础化工行业深度报告民营大炼化作为稀缺资产或将迎来“回归”时刻-260810浙商证券 · 2026-08-10