高盛
共 779 份研报 · 海外机构
在线旅游2026年第三季度前瞻：行业争论与预期分析
Online Travel Q3'26 Preview: Analyzing the Industry Debates & Estimates
高盛·2026-10-07·30 页·互联网
霍尼韦尔航空航天（HONA）首次覆盖给予中性评级：成长型市场产品优质，但关键绩效指标基准低于行业平均
Honeywell Aerospace Inc (HONA): Initiate at Neutral given quality products in growth markets, but below industry average KPI bench-marking
高盛·2026-10-07·23 页·美股
星座品牌（STZ）：第二财季超预期表现强劲，但重申27财年业绩指引暗示下半年走弱，尽管管理层指出处于每股收益区间的上限
Constellation Brands (STZ): A strong FQ2 beat, but FY27 guidance reaffirmed implying a weaker 2H although mgmt pointed to the upper end of its EPS range
高盛·2026-10-07·23 页·美股
广东松发陶瓷（603268.SS）：因四期产能扩张大幅上调盈利与目标价；买入
Guangdong Songfa Ceramics Co (603268.SS): Materially upgrading earnings and TP on phase IV capacity expansion; Buy
高盛·2026-10-07·19 页·A股
高盛-全球造船业27年展望：产能扩张现在是否应成为担忧？
Global Shipbuilding: 2027 outlook: should capacity expansion be a concern?
高盛·2026-10-07·29 页·机械设备
3Q26零售REITs前瞻：尽管环境持续向好且预期FFO将向上修正，大宗交易中心（Strip Center）估值折价依然存在
Americas Real Estate: REITs — 3Q26 Retail Preview: Strip center valuation discounts persist despite a continued favorable set-up and expected upward FFO revisions
高盛·2026-10-07·29 页·房地产
美国在线旅游板块2026年三季度业绩前瞻：解析行业核心分歧与最新估算
Online Travel Q3’26 Preview: Analyzing the Industry Debates & Estimates
高盛·2026-10-07·30 页·互联网
美国投资银行：投行业务监测——9月各产品线已宣布活动量全面下滑
Investment Banking Monitor: Announced September activity declines across products
高盛·2026-10-07·37 页·金融
高盛美国通信科技：专家网络系列——与Dell'Oro对话数据中心前景
Americas Communications Technology: Expert Network Series: Data center outlook with Dell'Oro
高盛·2026-10-07·6 页·信息技术
美国清洁科技：太阳能板块——2026年三季度业绩前瞻：宏观担忧压低短期预期门槛，公用事业级太阳能存在超预期上行的风险收益——买入NXT、SHLS、FSLR
3Q26 Preview: Near-term bar appears low given macro concerns; risk-reward favorable for potential upside to expectations in utility-scale – Buy NXT, SHLS, FSLR
高盛·2026-10-07·33 页·电气设备
美国经济：FOMC会议纪要笔记——“多数”与会者认为年内再次加息“可能合适”，但委员会将持开放态度审慎推进
USA: FOMC Minutes Note "Most" Participants Saw Another Increase as Likely "Appropriate by Year End," but Committee Will Approach
高盛·2026-10-07·5 页·海外经济
安集科技（688019.SS）：先进封装CMP放量；更广泛的材料平台支持增长
Anji Micro (688019.SS): Advanced packaging CMP ramp-up; Broader materials platform to support growth
高盛·2026-10-07·9 页·科创板
高盛-Costco Wholesale（COST）：9月销售超预期，客流量加速增长
Costco Wholesale (COST): September sales beat expectations; traffic accelerated
高盛·2026-10-07·8 页·美股
中国白酒追踪：国庆黄金周渠道反馈：动销整体疲弱，部分地区同比两位数下滑，华东市场持续承压
China Spirits Tracker: Golden Week Feedback: Sell-through remained muted and down DD% in some regions while East China stayed under pressure
高盛·2026-10-07·15 页·食品饮料
中国出口还能再增长多少？
How Much More Can China's Exports Grow?
高盛·2026-10-07·13 页·中国经济
松发股份（603268.SH）：基于四期产能扩张大幅上调盈利预测及目标价；给予“买入”评级
Guangdong Songfa Ceramics Co (603268.SS): Materially upgrading earnings and TP on phase IV capacity expansion; Buy
高盛·2026-10-07·19 页·A股
三星生物制剂（207940.KS）2026年三季度业绩前瞻：盈利彰显韧性；订单转化与劳资谈判成焦点
三星生物制剂 (207940.KS): 3Q26 Preview: Resilient Earnings; Order Conversion and Labor Negotiations in Focus
高盛·2026-10-07·9 页·其它
全球造船业：2027年展望：产能扩张是否应成为当前担忧？
Global Shipbuilding: 2027 outlook: should capacity expansion be a concern now?
高盛·2026-10-07·29 页·机械设备
欧姆龙（6645.T）：我们预计半导体与AI资本开支将抵消中国电池业务的下行风险；上调盈利预测
Omron (6645.T): We expect semiconductor and AI Capex to offset downside risk in China's battery business; we raise our estimates
高盛·2026-10-07·9 页·其它
百胜中国（YUMC）：2026年三季度业绩预览：同店增速放缓但门店扩张与必胜客许可费节省支撑利润；买入（确信名单）
Yum China Holdings (YUMC): 3Q26 preview: Softer SSSG but store expansion and PH license fee savings support profits; Buy (on CL)
高盛·2026-10-07·10 页·美股
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