高盛
共 779 份研报 · 海外机构
宁德时代（300750.SZ）2026年三季度业绩前瞻：出货量强劲，但单位盈利成焦点；维持买入评级（确信名单）
高盛·2026-10-12·10 页·创业板
沪电股份（002463.SZ）：AI服务器与交换机需求攀升驱动AI PCB放量；产品规格升级推动毛利率改善；维持“买入”评级
WUS (002463.SZ): AI PCB ramp up on rising AI server and switch demand; GM improvement driven by PCB specification upgrade; Buy
高盛·2026-10-12·7 页·A股
核能观察｜全球反应堆追踪（10月版）：2026年三季度业绩前瞻
Nuclear Nuggets: Global reactor tracker - October edition; 3Q26 Preview
高盛·2026-10-12·18 页·公用事业
数字基础设施时代：推出高盛澳新数据中心供需模型
The Digital Infrastructure Era: Initiating our ANZ Data Centre Supply-Demand model
高盛·2026-10-12·65 页·信息技术
赋予平衡以信用——债券正逐步从逆风转向对冲
Giving credit to balance — bonds gradually moving from headwind to hedge
高盛·2026-10-12·20 页·市场策略
中国外汇与利率监测：有节制的宽松、韧性的人民币与低利率环境
China FX/Rates Monitor: Measured Easing, Resilient CNY and Low Rates
高盛·2026-10-11·19 页·中国经济
中国：中国的三件事
China: Three things in China
高盛·2026-10-11·6 页·中国经济
AI改变游戏规则：中国正在崛起
AI Changes The Game: China is coming
高盛·2026-10-11·26 页·市场策略
分众传媒（002027.SZ）：新潮传媒收购案获附条件监管批准，规模化扩张潜力提升
Focus Media Information Tech (002027.SZ): Conditional regulatory approval of proposed Xinchao acquisition, potential for a more scalable
高盛·2026-10-11·9 页·A股
日本交通运输：航空：达美航空业绩交叉解读——第三季度每股收益符合市场一致预期，客运需求未显现明显放缓迹象
Japan Transportation: Airlines: Delta results read-across: Q3 EPS in line with consensus, passenger demand shows no visible slowdown
高盛·2026-10-11·8 页·交通运输
从承诺到产能：瓶颈、缓解路径与受益者（GS SUSTAIN 与亚太数据中心）
From Commitments to Capacity: Bottlenecks, Mitigation Pathways and Beneficiaries
高盛·2026-10-11·22 页·信息技术
澳大利亚医疗保健：信用风险有限，但收益率上升可能制约SHL增长；下调至中性
Australia Healthcare: Limited credit risk but rising yields likely to constrain SHL growth; Downgrade to Neutral
高盛·2026-10-11·17 页·医药生物
ASMPT（0522.HK）：热压键合（TCB）与光子学乘生成式AI之风；中性
ASMPT (0522.HK): TCB and Photonics to ride on generative AI trend; Neutral
高盛·2026-10-11·9 页·港股
紫光股份（000938.SZ）：AI服务器与交换机驱动未来增长；SuperPod处于扩张期；中性
UNIS (000938.SZ): AI server and Switch to drive growth ahead; SuperPod in expansion; Neutral
高盛·2026-10-10·7 页·A股
紫光股份（000938.SZ）：AI服务器与交换机驱动未来增长；SuperPod持续扩张；中性
UNIS (000938.SZ): AI server and Switch to drive growth ahead; SuperPod in expansion; Neutral
高盛·2026-10-10·7 页·A股
中国周度启动：MXCN上涨1%而A股下跌1%；黄金周出境游需求坚挺；恒生科技指数咨询结果公布
CHINA WEEKLY KICKSTART: MXCN gained 1% while A-shares lost 1%; Solid outbound travel demand during Golden Week; HSTECH consultation results announced
高盛·2026-10-10·25 页·市场策略
中国宠物食品月度报告：2026年9月：9月行业有望维持稳定增长；中宠股份/皇家领跑，乖宝下滑
China Pet Food Monthly: Sep 2026: Stable industry growth to sustain in Sep; China Pet Foods/Royal Canin led while Gambol saw decline
高盛·2026-10-10·19 页·农林牧渔
亚太周度启动：油价上涨与美国利率持续驱动资金流出并压制周期股，MXAPJ再跌1%；亚洲集中度日益提升但分化明显
Asia-Pacific Weekly Kickstart: MXAPJ fell another 1%, as higher oil prices and US rates continued to drive outflows and pressure Cyclicals; Asia is increasingly concentrated, yet differentiated
高盛·2026-10-10·31 页·市场策略
汇丰控股（0005.HK）2026财年第三季度前瞻：预计为稳健的季度，市场焦点将在于净利息收入前景与回购
HSBC (0005.HK/HSBA.L) 3Q26 Preview: A steady quarter expected focus will be on NII outlook and buybacks
高盛·2026-10-10·9 页·港股
中国化妆品：2026年9月月度跟踪：双十一错期导致增速放缓；毛戈平、上海家化、林清轩领跑；跨国公司表现分化
China Cosmetics: Monthly Tracker — Sep-26: Slowdown on Double 11 shift; MGP/Jahwa/Forest Cabin led; Divergent MNC
高盛·2026-10-09·19 页·商贸零售
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