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行业报告券商研报英文报告

Morgan Stanley-GlobalFoundries Inc（GFS.US）AI strength， mobile weakness accelerating diversification story-260806Morgan Stanley · 2026-08-06
Morgan Stanley-Clean Tech：Earnings Takeaways： SEDG， EVGO， ARRY， RUN & FLNC-260806Morgan Stanley · 2026-08-06
Morgan Stanley-Asia Technology - Asia Pacific Memory - A Small Wrinkle-260806Morgan Stanley · 2026-08-06
Morgan Stanley-AppLovin Corp（APP.US）Attractive， Even If You Value Ecommerce at $0； Remain OW-260806Morgan Stanley · 2026-08-06
J.P. Morgan-Orbbec~AVision Unlocked Initiate with OW the eyes of Embodied AI-260806英文报告 · 2026-08-06
J.P. Morgan-Mainland China HK Property and Conglomerates：Marketing feedback from North America and Australia-260806英文报告 · 2026-08-06
J.P. Morgan-Korea Energy & Battery：2026 tax reform plan formalizes AMPC for made~inKorea batteries， wind， AI robots and chips-260806英文报告 · 2026-08-06
J.P. Morgan-Hardware & Networking：Optical：Thoughts into C2Q26 EPS Prints & Updated Market TAM Forecast-260806英文报告 · 2026-08-06
J.P. Morgan-Hong Kong Insurance：HK offshore insurance tax： negative for sentiment， but not a thesis breaker-260806英文报告 · 2026-08-06
J.P. Morgan-HK Banks Monthly：July 2026： Local HK banks led the outperformance on risk aversion-260806英文报告 · 2026-08-06
J.P. Morgan-eBay， Inc（EBAY.US） Strong 2Q Beat & GMV Guide； Depop & Investments Weigh on Profits in Near~Term； Remain Neutral & $107 PT-260806英文报告 · 2026-08-06
J.P. Morgan-China monthly data outlook：Stabilization still requires absorption-260806英文报告 · 2026-08-06
J.P. Morgan-China Healthcare：China Pharma Biotech 2Q26 Preview： Financials largely intact but policy impact remains to be seen-260806英文报告 · 2026-08-06
HSBC-Cloudnomics：Benchmarking analysis reveals risk and valuation differences-260806HSBC · 2026-08-06
HSBC-Goldwind Science & Tech H A Buy Upgrade to Buy Uncertainties priced in fundamentals look strong-260806HSBC · 2026-08-06
Goldman Sachs-NYPCB （8046.TW） New CAPEX plan on high~end CoPoS substrates， suggesting a solid LT ASP uptrend； GM trend start outpacing other ABF players； Re~iterate Buy （on CL）-260806Goldman Sachs · 2026-08-06
Goldman Sachs-Monster Beverage Corp. （MNST.US） Another impressive beat in Q2 & very momentum continues in July despite challenging y y compares ~ Reiterate Buy-260806Goldman Sachs · 2026-08-06
Goldman Sachs-July revenue trending much better than our bullish estimate on high~end CCL players， with solid pricing uptrend； Buy EMC TUC with ~100% upside-260806Goldman Sachs · 2026-08-06
Goldman Sachs-HK MAINLAND CHINA CONGLOMERATE & PROPERTY：Fosun vs. NWD ~ Comparison of financial profile， potential debt reduction and scope for re~rating； Fosun up to Buy-260806Goldman Sachs · 2026-08-06
Goldman Sachs-Hang Lung Properties （0101.HK） NDR takeaways： Confident in resilience of China tenant sales growth. Strategic focus on mall localization-260806Goldman Sachs · 2026-08-06
Goldman Sachs-GS SUSTAIN： AI DATA CENTERS：Power demand， cyclical progression and Sustainability implications-260806Goldman Sachs · 2026-08-06
Goldman Sachs-Global Markets Comment：A Few Follow~Up Questions on Yen Intervention-260806Goldman Sachs · 2026-08-06
Goldman Sachs-Datadog Inc. （DDOG.US） 2Q26： Debate shifts to whether growth is peaking， albeit with business fundamentals still strong-260806Goldman Sachs · 2026-08-06
Goldman Sachs-Cloudflare （NET.US） 2Q26： Agentic product cycles likely to drive structurally higher growth for the next 3+ years-260806Goldman Sachs · 2026-08-06
Goldman Sachs-China Resources Beer （0291.HK）： Positive Read~across from Heineken’s 1H26 update； Buy-260806Goldman Sachs · 2026-08-06
Goldman Sachs-Americas Technology： Semiconductors： SIA data shows mostly above~seasonal trends in June despite softness in some areas-260806Goldman Sachs · 2026-08-06
Goldman Sachs-Americas Clean Technology： Solar： Section 232 update~Executive Order imposes tariffs on polysilicon； Positive for FSLR-260806Goldman Sachs · 2026-08-06
Bofa-The Flow Show Poor man’s LTCM, rich man’s YCC-260806Bofa · 2026-08-06
Bernstein-US Industrials & Tech： The Data Center Project Pipeline~ Capacity， Construction & Cancellations （Jul '26）-260806Bernstein · 2026-08-06
Bernstein-Property Real Estate：Real Estate：The 1H26 Office & Retail Playbook：Retail Still Has the Bag-260806Bernstein · 2026-08-06
Bernstein-DoorDash Inc（DASH.US）DASH 2Q26： The UNO reverse quarter-260806Bernstein · 2026-08-06
Bernstein-Datadog Inc（DDOG.US）Datadog （DDOG） Q2'26： Q2 growth peak， H2 modest decel？-260806Bernstein · 2026-08-06
Bernstein-Ajinomoto Co Inc（2802.JP）Ajinomoto Q1： Big beat and raise with ABF up 77%-260806Bernstein · 2026-08-06
Barclays-Thematic Investing Physical AI： Mapping the Humanoid Value Chain-260806Barclays · 2026-08-06
财通证券-H%26H国际控股1112.HK全家庭营养健康底部修复势能向上-260806财通证券 · 2026-08-06
国金证券-英科医疗成本领先产能扩张周期向上全球手套新成长-260806国金证券 · 2026-08-06
中航证券-传媒行业：AI应用由主题走向兑现，内容供给推动板块修复-260806中航证券 · 2026-08-06
Morgan Stanley-Taiyo Yuden（6976.T）F3 27 1Q Results： Weaker MLCC Sales Growth Versus Rivals-260805Morgan Stanley · 2026-08-05
Morgan Stanley-Asia Summer School： China Autos & Shared Mobility： Autonomous Driving and Globalization-260805Morgan Stanley · 2026-08-05
J.P. Morgan-Disney（DIS.US）This is the Way to EPS Delivery； Update Estimates Following F3Q Beat and Reiterated Guidance-260805英文报告 · 2026-08-05
J.P. Morgan-China Healthcare Services：Demand Recovery Still Uneven； Essential Healthcare Continues to Outperform Discretionary Spending-260805英文报告 · 2026-08-05
CITI-BYD （1211.HK） Fundamentals and AI Fund Flows： Sector Likely Entering Stage~2 Unwinding （Buy Hesai Pony WeRide Horizon）-260805CITI · 2026-08-05
中航证券-传媒行业：漫剧接棒真人短剧，IP壁垒与流量霸权谁与争锋？-260805中航证券 · 2026-08-05
韩国央行-2026年8月金融市场走势（英）-2026.8-7页韩国央行 · 2026-08-01
国际清算银行-是什么决定了银行对准备金的过度需求？（英）-2026.8-38页国际清算银行 · 2026-08-01
亚开行-女性主导的合作社推动适应行动（英）-2026.8-15页亚开行 · 2026-08-01
亚开行-从校园到职场：蒙古青年就业问题（英）-2026.8-128页亚开行 · 2026-08-01
亚开行-从根源到回报：为亚洲森林的自然积极未来融资（英）-2026.8-14页亚开行 · 2026-08-01
亚开行-中华人民共和国地下水保护（英）-2026.8-10页亚开行 · 2026-08-01
世界银行-墨西哥的气候变化和教育系统：影响和政策优先事项（英）-2026.8-45页世界银行 · 2026-08-01