行业研究报告库

共 3950 份　第 75 页

按类型浏览

行业报告券商研报英文报告

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
Goldman Sachs-China Grid Tech： Domestic grid investment slowed and State Grid 3rd batch transmission tendering weak， while UHV remains positive-260807Goldman Sachs · 2026-08-07
Goldman Sachs-CHINA CONSUMER STAPLES July Check~in： Mixed trends ~ Beer under more weather destocking drag， while beverages diversifying sequentially； value retailers dairy food maintained resilience strength-260807Goldman Sachs · 2026-08-07
Goldman Sachs-Australian Gold， Lithium & Uranium Coverage-260807Goldman Sachs · 2026-08-07
Goldman Sachs-Airbnb Inc. （ABNB.US） Q2’26 Earnings Review： Accelerating Momentum & AI~Native Execution Lead to Raised Full Year Outlook-260807Goldman Sachs · 2026-08-07
Deutsche Bank-US Credit Strategy：Concentrated on Hyperscalers-260807Deutsche Bank · 2026-08-07
Deutsche Bank-Oracle（ORCL.US）Flexing Funding Mix-260807Deutsche Bank · 2026-08-07
Citi-Micron Technology Inc (MU.O)Mid-Q Update-Lowering Price Target Post FMS Conference-260807Citi · 2026-08-07
CITI-Hong Kong Property：China Tax Enforcement Risk an Indirect Overhang； Retail Landlords Least Exposed-260807CITI · 2026-08-07
CITI-China Auto Manufacturers：Weichai Upside Potential—Cross~Read from CAT CMI INIO GEV & AIDC AI Fund Flow-260807CITI · 2026-08-07
Bofa-Tower Semiconductor Ltd Towering from Silicon Wadi – Initiate at Buy-260807Bofa · 2026-08-07
Bernstein-U.S. IT Hardware Memory & Storage： What we learned from our NDR with STX Management and recent NAND & HDD earnings-260807Bernstein · 2026-08-07
Bernstein-TripAdvisor Inc（TRIP.US）Tripadvisor 2Q26： Reductio ad absurdum-260807Bernstein · 2026-08-07
Bernstein-SoftBank Group Corp（9984.JP）SoftBank 1Q FY27 3： Record high NAV validates the AI investment strategy-260807Bernstein · 2026-08-07
Bernstein-Nintendo Co Ltd（7974.JP）Nintendo Q1： Less bad than feared-260807Bernstein · 2026-08-07
Bernstein-MARA Holdings Inc.（MARA.US）MARA Q2： Waiting for the first AI rerating catalyst-260807Bernstein · 2026-08-07
Bernstein-Lyft Inc（LYFT.US）LYFT 2Q26： A right turn-260807Bernstein · 2026-08-07
Bernstein-Global Semiconductors and Semiconductor Capital Equipment Global Semis： June 2026 WSTS Tracker ~ Sales +10.5% MoM， above typical （+6.5% MoM） & 135% YoY on continued memory strength-260807Bernstein · 2026-08-07
Bernstein-Global Memory MEMORY TRACKER （Jul）： ~20% QoQ price increase in 3QCY26-260807Bernstein · 2026-08-07
Bernstein-Cloudflare Inc（NET.US）Cloudflare （NET） Q2'26： Riding AI~driven cloud tailwinds-260807Bernstein · 2026-08-07
Bernstein-Bernstein Energy & Power： Powering Data~Centers beyond American shores...-260807Bernstein · 2026-08-07
Bernstein-Asia~Pacific Oil & Gas：Bernstein APAC Oil： 2Q26 Preview~Diverging performance across China's oil majors-260807Bernstein · 2026-08-07
Bernstein-Americas Energy & Transition Americas Oil： The drone attacks on Russian refineries are stunning （says our real~time satellite AI refinery tracker）-260807Bernstein · 2026-08-07
Bernstein-Airbnb Inc（ABNB.US）Airbnb 2Q26： All the small things-260807Bernstein · 2026-08-07
长城证券-大宗商品：全球乙烯供需格局及美以伊冲突的影响-260807长城证券 · 2026-08-07
财通证券-宏观点评：关注出口价格的韧性-260807财通证券 · 2026-08-07
西部证券-黄金的“黄金时代”系列(二)：金价大涨，反转了嘛？-260807西部证券 · 2026-08-07
粤开证券-【粤开宏观】7月进出口增速高位放缓，价格驱动还能持续多久？-260807粤开宏观 · 2026-08-07
申万宏源-松发股份稀缺产能持续扩张高端船型订单密集落地开启成长新阶段-260807申万宏源 · 2026-08-07
申万宏源-“月度前瞻”系列专题之十三：7月经济，短期扰动加剧-260807申万宏源 · 2026-08-07
浙商证券-资产配置方法论系列三：多资产ETF轮动策略，固收%2b视角下动态组合管理的构建与实践-260807浙商证券 · 2026-08-07
浙商证券-宏昌电子深度报告卡位ABF膜国产替代树脂膜材和板材一体化-260807浙商证券 · 2026-08-07
浙商证券-人工智能行业大模型商业化系列报告：DeepSeek，控本筑壁垒，芯模共协同-260807浙商证券 · 2026-08-07
易观分析-营销智能体行业：2026年中国营销智能体生态与厂商能力全景报告-260807券商研报 · 2026-08-07
招商证券-银行业央行解码系列之一：委外时代的终结-260807招商证券 · 2026-08-07
招商证券-海工装备行业深度报告：十年供给侧出清，海工迎来周期拐点-260807招商证券 · 2026-08-07
开源证券-金融工程定期：白酒板块的资金行为监测-260807开源证券 · 2026-08-07