半導體 研報

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

JPMorgan 2026-09-16

Asia Tech Strategy At a crossroads in the AI Infra trade

市場報告 EN 16 頁

JPMorgan 2026-09-09

ASML: Top - down industry model indicates significant upside potential to co. earnings

產業報告 EN 20 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

Bernstein 2026-09-07

Novatek: 3Q26 sales tracking ahead of consensus and guidance midpoint

產業報告 EN 12 頁

JPMorgan 2026-09-04

Japan Quant Strategy: BoJ Crossroads: JGBs and Yen Rate Vol as Short-Term Factor Guideposts

市場報告 EN 20 頁

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