半導體 研報

Goldman Sachs 2026-08-20

Ulvac (6728.T): Conf. call takeaways: Potential for order guidance beat, mainly in 2H, but FY6/28 medium-term plan targets are a high hurdle

公司報告 EN 8 頁

Goldman Sachs 2026-08-18

Earnings wrap-up: Shipping/airlines earnings outlook set to move up another notch; maintain Buy on MOL, ANA, and Japan Post HD

產業報告 EN 14 頁

Morgan Stanley 2026-08-18

F12/26 2Q Results Interview Takeaways: No Letup in Capacity Expansion and Next-Generation Technology Development

產業報告 EN 8 頁

Morgan Stanley 2026-08-14

A Break from the Heat, For Now: US Credit Strategy | North America

市場報告 EN 24 頁

Citi 2026-08-02

Taiwan Economics: 2Q26A GDP: Another Beat on Exports and Investment Strength

經濟報告 EN 10 頁

Citi 2026-08-02

South Korea Economics: Raising Our 2026E Current Account Surplus to 18.2% of GDP

經濟報告 EN 12 頁

JPMorgan 2026-07-30

Philippines: Trade deficit narrows in June: Tech exporters start to pass on higher import costs

產業報告 EN 9 頁

Morgan Stanley 2026-07-30

Asia Economics: AI capex, oil, the Fed, tariffs, and El Niño: climbing the wall of worry

產業報告 EN 9 頁

Citi 2026-07-14

China Economics: AI Supercycle Powers a Structural Export Upswing

經濟報告 EN 10 頁

Goldman Sachs 2026-07-13

韓國AI超級盈餘的傳導——主要通過外匯與財政政策

經濟報告 EN 12 頁

Morgan Stanley 2026-07-12

Niche DRAM Upcycle May Extend to 2028; OW

市場報告 EN 18 頁

Goldman Sachs 2026-07-11

CHINA WEEKLY KICKSTART: MXCN gained 3% while A-shares lost 1%; PBoC Governor Pan unveiled package to support CNH market in HK; CPI inflation softened in June

經濟報告 EN 25 頁

UBS 2026-07-09

Atlas Copco A: Semiconductor capex and a potential short-cycle uptick overpower our structural concerns. Upgrade to Neutral.

產業報告 EN 32 頁

JPMorgan 2026-07-02

羅姆半導體（6963）：維持增持評級：上調目標價，反映模擬/分立半導體供應緊張及鎧俠股價上漲。

公司報告 EN 20 頁

Citi 2026-06-30

韓國經濟：基於4-5月韌性數據及強勁資本支出計劃，我們上調2026-2028年GDP預期

經濟報告 EN 11 頁