Morgan Stanley 研報摘要

Morgan Stanley 2026-09-18

F5/27 1Q Results: Positive; Orders Up Sharply, Set to Lift Full-year Guidance

產業報告 EN 8 頁

Morgan Stanley 2026-09-18

IT & Software: Investment Ideas for Late 2026–2027: Solid Demand but Sector Underperformance; Expect Share Price Recovery in Line With Profit Growth

產業報告 EN 48 頁

Morgan Stanley 2026-09-17

JPCA Stats (Aug): Ethylene Utilization Rate Rises Further; Recovers to 70% Level

產業報告 EN 11 頁

Morgan Stanley 2026-09-16

Hitachi Energy Announces US Capacity Expansion Investment

公司報告 EN 8 頁

Morgan Stanley 2026-09-16

Powering AI and Navigating Energy Disruption

產業報告 EN 6 頁

Morgan Stanley 2026-09-15

Container Shipping | Asia Pacific Transpacific: Healthy Peak Season Demand Outlook

產業報告 EN 7 頁

Morgan Stanley 2026-09-15

EM Sovereign Credit Strategy | Global Rich & Cheap Watch

市場報告 EN 70 頁

Morgan Stanley 2026-09-14

Japan’s Power Investment Cycle: Nuclear, Renewables and the AI Demand Surge

產業報告 EN 5 頁

Morgan Stanley 2026-09-14

1H26 First take: Printed In - line with 1H guidance, upgrade to FY26 outlook welcome

公司報告 EN 8 頁

Morgan Stanley 2026-09-11

3Q26 Results – From MAU to Monetization: More Proof Needed

產業報告 EN 15 頁

Morgan Stanley 2026-09-10

August Volumes: Volume Beat Likely, Pricing Recovery Less Clear

產業報告 EN 27 頁

Morgan Stanley 2026-09-10

Q2 Follow-Up: Uncertain IL Makiage Recovery, but Strong Spoiled Child/MethodIQ Results

產業報告 EN 13 頁

Morgan Stanley 2026-09-09

China Earnings Worse Than Expected; Structural Challenges Also Emerging

產業報告 EN 70 頁

Morgan Stanley 2026-09-09

Credit & Compute | Assessing NVDA’s ‘Balance Sheet - as - a - Service‘ From the Cross - Asset Lens

產業報告 EN 21 頁

Morgan Stanley 2026-09-08

Colombia Sovereign Credit & Macro Strategy | Latin America: Navigating Heavy Bond Supply Ahead

市場報告 EN 31 頁