工業與高端製造 研報

Citi 2026-09-18

Brazil Real Estate & Property: A Softer Consumer Backdrop; Capital Allocation Takes Center Stage

產業報告 EN 20 頁

Bernstein 2026-09-14

U.S. Apparel & Specialty Retail: US Softlines: What we learned from Q2 earnings

產業報告 EN 26 頁

Barclays 2026-09-11

Post Summer Catch-Up On Industry Headlines

產業報告 EN 10 頁

Morgan Stanley 2026-09-09

China Earnings Worse Than Expected; Structural Challenges Also Emerging

產業報告 EN 70 頁

Citi 2026-09-09

US Industrials—Card Insights: Credit Card Insights into US Multi-Industry – September ‘26 Week 1

產業報告 EN 14 頁

JPMorgan 2026-09-08

US Auto Retail Ecosystem: ‘Better Late (Model) Than Never‘: Off-Lease Inflection Underway; See B2B and Used as Key Beneficiaries Followed by Franchise Dealers, While Rentals Face Modest Residual Risk

產業報告 EN 21 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

Bernstein 2026-09-03

Korea Autos & Auto Parts: Hyundai‘s turn? A favorable model cycle signals recovery ahead

產業報告 EN 22 頁

Goldman Sachs 2026-09-02

BYD Co. (002594.SZ/1211.HK): Asia Leaders Conference 2026 Takeaways: Steady ramp-up of battery capacity with confidence in

公司報告 EN 7 頁

JPMorgan 2026-08-18

Auto Sector: Focusing on margin-cycle differences; top pick now Suzuki

產業報告 EN 105 頁

JPMorgan 2026-07-31

Japan: June production rises as inventory drawdown reverses

市場報告 EN 8 頁

Citi 2026-07-29

US Industrials—Card Insights: Credit Card Insights into US Multi-Industry—July ‘26 Week 3

產業報告 EN 13 頁

Citi 2026-07-12

Avenue Supermarts (AVEU.NS): Metro SSG Stalls as QC Pressure Intensifies; Maintain Sell

公司報告 EN 19 頁

Citi 2026-07-03

大陸集團（CONG.DE）：大陸集團接近達成協議，以40億歐元加附加條款出售ContiTech業務。此舉應推動股價接近我們80歐元的目標價。買入。

公司報告 EN 11 頁

Morgan Stanley 2026-06-23

人形機器人：浪潮湧動，2026年預期上調

市場報告 EN 20 頁