全部研报目录 - 券商研报库存

日期: 2026-07-12 机构: Goldman Sachs 分析师: Pierfrancesco Mei,Alec Phillips,Elise Peng,Manuel Abecasis,Ronnie Walker,David Mericle,Jan Hatzius,Jessica Rindels 页数: 7 页

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Private Credit: Pressures Contained, Not Resolved: Sunday Start | What‘s Next in Global Macro

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日期: 2026-07-12 机构: Morgan Stanley 分析师: Vishwanath Tirupattur,Vishwas Patkar,Raquel Kanner 页数: 9 页

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Record Sales Again in June; 2Q26 Sales Beat; Reiterate OW

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日期: 2026-07-12 机构: Morgan Stanley 分析师: Terence Cheng,Jenny Ting 页数: 7 页

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1QFY27: Margins in line; top-line growth recovery is key

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日期: 2026-07-12 机构: Morgan Stanley 分析师: Shravan Vohra,Archana Menon CFA,Gaurav Varma 页数: 9 页

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Summer Peak: Early Signs of Recovery in Pax Demand Growth

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日期: 2026-07-12 机构: Morgan Stanley 分析师: Qianlei Fan CFA,Evan Chen,Tenny Song 页数: 6 页

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Starbucks Report Ignites Reinsourcing Debate

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日期: 2026-07-12 机构: Morgan Stanley 分析师: George W Webb,Mark Hyatt,William Richards 页数: 14 页

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1QF27: Lack of revenue growth downgrades a positive but already priced in

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日期: 2026-07-12 机构: Morgan Stanley 分析师: Sulabh Govila CFA,Gaurav Rateria,Shreshtha Chopra,Sakshi Rana 页数: 15 页

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1QFY27: 3% PAT beat. Stay UW on expensive valuation.

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日期: 2026-07-12 机构: Morgan Stanley 分析师: Kushan Parikh CFA,Subramanian Iyer,Sakshi V Chaplot 页数: 11 页

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Australia Macro+ Week Ahead | Asia Pacific: The Commodity Outlook

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日期: 2026-07-12 机构: Morgan Stanley 分析师: Chris Nicol,Chris Read,Antony Conte,Isabel Black 页数: 25 页

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CIO Brief

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日期: 2026-07-12 机构: Morgan Stanley 分析师: Morgan Stanley Research 页数: 4 页

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Niche DRAM Upcycle May Extend to 2028; OW

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日期: 2026-07-12 机构: Morgan Stanley 分析师: Charlie Chan,Daniel Yen CFA,Daisy Dai CFA,Tiffany Yeh,Ethan Jia 页数: 18 页

#2408.TW,6531.TW,603986.SS,2337.TW,6770.TW,000660.KS,2344.TW,005930.KS 查看摘要

Sugon 8000 launch and investor feedback

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日期: 2026-07-12 机构: Morgan Stanley 分析师: Daisy Dai CFA,Charlie Chan,Daniel Yen CFA,Ethan Jia,Henry Zhao 页数: 12 页

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Inflation without Reflation: Investor Presentation | Asia Pacific

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日期: 2026-07-12 机构: Morgan Stanley 分析师: Robin Xing,Zhipeng Cai 页数: 11 页

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Petchem Prices in 1st Week of July: Partial Rebound, But Overall Momentum Remains Weak

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日期: 2026-07-12 机构: Morgan Stanley 分析师: Takato Watabe,Ryoichi Watanabe,Kayoko Shoji,Kano Fujita 页数: 14 页

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Container Spot Rates (CCFI) Out of China (July 10): Leading Indicator SCFI Declines for First Time in 11 Weeks – Is Seasonal Upcycle Coming to an End?

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日期: 2026-07-12 机构: Morgan Stanley 分析师: Takuya Osaka,Shan Jiang 页数: 5 页

#9104.T,9101.T,9107.T 咨询获取并下载 PDF →

Investor Presentation | Japan Transportation

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日期: 2026-07-12 机构: Morgan Stanley 分析师: Takuya Osaka,Shan Jiang 页数: 21 页

#9069.T,9364.T,9147.T,9143.T,9076.T,9064.T,9075.T,9706.T,9204.T,9201.T,9202.T,9104.T,9101.T,9107.T,9005.T,9142.T,9009.T,9021.T,9006.T,9020.T,9023.T,9022.T,9024.T,9010.T,9616.T,9603.T,4661.T,6178.T 咨询获取并下载 PDF →

Virtual Group Meeting: Reinforces Our View that Expectations for Shareholder Returns Should Not Be Overdone

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日期: 2026-07-12 机构: Morgan Stanley 分析师: Takuya Osaka,Shan Jiang 页数: 7 页

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Media Reports on Potential Investment in the Company by SoftBank and PayPay

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日期: 2026-07-12 机构: Morgan Stanley 分析师: Ai Furukawa,Hiroshi Koba 页数: 6 页

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Urea re-gains, SE-Asia Potash Corrects, Phosphate Stable; Oilseed Crush Mixed

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日期: 2026-07-12 机构: Morgan Stanley 分析师: Vincent Andrews,Lisa H De Neve,Steven K Haynes CFA,Turner W Hinrichs,Ricardo Rezende CFA,Julia Rizzo,Justin T Pellegrino 页数: 41 页

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How disruptive could SpaceX/Starlink be to the existing Consumer Broadband providers in Australia?

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日期: 2026-07-12 机构: Morgan Stanley 分析师: Andrew McLeod,Angela Sutcliffe 页数: 12 页

#ART.AX,APX.AX,A1N.AX,ABB.AX,CAR.AX,CAT.AX,EVT.AX,HSN.AX,HPG.AX,IFT.NZ,MAQ.AX,MP1.AX,NWSA.O,NXT.AX,NEC.AX,NXL.AX,PXA.AX,REA.AX,SEK.AX,SKT.NZ,SXL.AX,SPK.NZ,SLC.AX,TNE.AX,TLS.AX,TPG.AX,TYR.AX,WTC.AX,XRO.AX 咨询获取并下载 PDF →

AI Capex Meets European Credit | Ep.148

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日期: 2026-07-12 机构: Morgan Stanley 分析师: Erika J Singh-Cundy,Aron Becker 页数: 6 页

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Weekly Market Pulse: Machinery & Construction | North America

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日期: 2026-07-12 机构: Morgan Stanley 分析师: Angel Castillo,Stefan Diaz CFA,Oliver Jiang,Esther O Osinaiya 页数: 53 页

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2026 Investor Day Takeaways

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日期: 2026-07-12 机构: Morgan Stanley 分析师: Yang Liu,Tom Tang,Gary Yu 页数: 8 页

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Three Actionable Ideas

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日期: 2026-07-12 机构: Morgan Stanley 分析师: Samuel Lee CFA,Hozefa Topiwalla 页数: 17 页

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$1.4trl of Capex, 4X in Compute Capacity, and Al Revenue Streams to Watch into ‘28

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日期: 2026-07-12 机构: Morgan Stanley 分析师: Brian Nowak CFA,Julian Herrera,Gregory Gao,Nikhil Javeri,Kavya A Narayanan 页数: 36 页

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Bull Case Playing Out: Raising Targets on a Wider Risk-Reward Skew

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日期: 2026-07-12 机构: Morgan Stanley 分析师: Bruno Montanari,Thiago S Casqueiro,Luiza B Belem 页数: 18 页

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Beneath the Surface - Emissions Credits Show Widely Different Set-Up Ahead of EPA‘27

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日期: 2026-07-12 机构: Morgan Stanley 分析师: Angel Castillo,Shaqeal A Kirunda,Oliver Jiang,Stefan Diaz CFA,Esther O Osinaiya 页数: 7 页

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2Q26 Pre-release: Top-line Beat, Small Bottom-line Miss

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日期: 2026-07-12 机构: Morgan Stanley 分析师: Ricardo Rezende CFA,Sylvia C Richards,Giulia Faro 页数: 7 页

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2Q26 First Take: Miss on Lower Volumes / Higher Costs

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日期: 2026-07-12 机构: Morgan Stanley 分析师: Ricardo Rezende CFA,Sylvia C Richards,Giulia Faro 页数: 8 页

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Implications for Korea Defense From NATO Summit 2026

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日期: 2026-07-12 机构: Morgan Stanley 分析师: Joon Seok,Minseo Kang,Heewon Choi 页数: 5 页

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Offshore Rigs: Back On Track

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日期: 2026-07-12 机构: Morgan Stanley 分析师: Ricardo Rezende CFA,Giulia Faro,Sylvia C Richards 页数: 7 页

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Robotaxi崛起——机器人、出租车与万亿美元出行入口

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日期: 2026-07-12 机构: Morgan Stanley 分析师: Tim Hsiao,Brian Nowak CFA,Gary Yu,Andrew S Percoco,Javier Martinez de Olcoz Cerdan,Young Suk Shin,Shinji Kakiuchi,Hiroto Segawa,Richard Xu CFA,Rick Zhao,Shelley Wang CFA,Joey Xu CFA,Daniela M Haigian,Shaqeal A Kirunda,Julian Herrera,Peggy Wang,Joanne Lau,Matias Rodriguez Florez-Estrada 页数: 13 页

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