Goldman Sachs 研報摘要

Goldman Sachs 2026-09-17

Skshu store visit & Nippon Paint China site tour takeaways: Extended demand weakness and intense competition; FAI acceleration/stimulus key to watch; Buy

公司報告 EN 12 頁

Goldman Sachs 2026-09-16

Oscar Health Inc. (OSCR): Raises 2026 Earnings Guidance on Improving MLR into Investor Day

公司報告 EN 5 頁

Goldman Sachs 2026-09-16

The 720: China Strategy, China Internet, CICC, GO, Ramsay Healthcare, Solar Industries, China GDP, Oil, US Credit

市場報告 EN 9 頁

Goldman Sachs 2026-09-15

China: Better industrial production, sluggish investment, slower retail sales growth; lowering Q3 GDP forecast

產業報告 EN 11 頁

Goldman Sachs 2026-09-11

Nu Holdings (NU): Laying the foundation for US and global expansion

公司報告 EN 9 頁

Goldman Sachs 2026-09-11

23rd European Medtech & Healthcare Services Conference — Key Takeaways

產業報告 EN 20 頁

Goldman Sachs 2026-09-09

Guangdong Songfa Ceramics Co (603268.SS) HK NDR takeaways: order winning remains strong, with further capacity expansion details confirmed; Buy

公司報告 EN 8 頁

Goldman Sachs 2026-09-08

FOCI (3363.TWO): Semicon Taiwan: CPO FAU driving revenue growth and margin expansion; Buy

公司報告 EN 6 頁

Goldman Sachs 2026-09-07

Proya Cosmetics (603605.SS): Addressing investors’ key question #1: core Proya brand recovery by product and channel; Buy

公司報告 EN 12 頁

Goldman Sachs 2026-09-07

China Software: Jul revenue growth saw recovery to 6.7% YoY; Rising adoption on AI - native products to drive ARPU

產業報告 EN 9 頁

Goldman Sachs 2026-09-06

GLOBAL HEALTHCARE: PHARMACEUTICALS Back - to - School Kickstart: 10 High - Level Themes; Selectively Constructive

產業報告 EN 13 頁

Goldman Sachs 2026-09-06

Asia Leaders Conference 2026 Takeaways: Momenta (6880.HK): Robotaxi & Robovan as upsides; L3+ in expansion

公司報告 EN 6 頁

Goldman Sachs 2026-09-03

VNET Group (VNET): Asia Leaders Conference 2026 Takeaways: Strong order outlook funded by disciplined financing; Eyes on CATL partnership

公司報告 EN 8 頁

Goldman Sachs 2026-09-03

GDS Holdings (GDS): Asia Leaders Conference 2026 Takeaways: Robust order wins; 2027 move - in acceleration to drive 2028 EBITDA

公司報告 EN 8 頁

Goldman Sachs 2026-09-02

Hanwha Aerospace (012450.KS): Asia Leaders Conference 2026 Takeaways: Management highlights U.S. SPH opportunity, localization

公司報告 EN 7 頁