高盛
共 779 份研报 · 海外机构
基恩士（6861.T）：预期强劲态势延续；重申买入（确信名单）
Keyence (6861.T): We expect robust conditions to continue; reiterate Buy (on CL)
高盛·2026-10-07·8 页·其它
澳大利亚金属与矿业：维持铜价乐观判断，重估基本金属与综合矿商估值及全球矿业并购格局；9月季度业绩前瞻
AUSTRALIA METALS & MINING: Remain positive copper, revisiting base metal vs. diversified valuations and Global Mining M&A landscape; preview Sep Q
高盛·2026-10-07·40 页·有色金属
安集科技（688019.SS）：先进封装CMP放量；更广阔的材料平台支撑增长
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
中国锂行业：盈利修正
Chinese lithium sector - earnings revision
高盛·2026-10-06·12 页·有色金属
亚太增长监测：尽管8月数据疲软，区域增长仍具韧性
Asia-Pacific Growth Monitor: Regional growth resilient despite August soft patches
高盛·2026-10-06·11 页·海外经济
汉高（HNKG p.DE）：固体胶业务势头向好，美发业务敞口扩大；评级上调至“中性”
Henkel (HNKG_p.DE): Solid Adhesives momentum, and increasing Hair exposure; up to Neutral
高盛·2026-10-06·20 页·其它
广联达（002410.SZ）：拓展新终端市场与产品组合升级；AI原生工具订单增长；给予"卖出"评级
Glodon Co. (002410.SZ): Diversification into new end-markets and product mix upgrade; Rising orders from AI native tools; Sell
高盛·2026-10-06·8 页·A股
澳大利亚财险：2026年9月市值重估——当期收益率强劲，支撑利润水平
Australia Insurance (SUN/IAG/QBE): GI Mark to Market - Sep-26; Strong running yields supporting margins
高盛·2026-10-06·13 页·金融
TDK（6762.T）：彭博报道东芝与希捷均有意收购其磁头业务
TDK (6762.T): Bloomberg reports Toshiba and Seagate both looking to acquire magnetic head business
高盛·2026-10-06·7 页·其它
NC（036570.KS）：AION2全球正式上线，Steam同时在线用户数达39.7万，玩家评价高于抢先测试阶段；给予「买入」评级
NC (036570.KS): AION2 global full launch; Steam PCU reaches 397k; gamer reviews above early-access levels; Buy
高盛·2026-10-06·7 页·其它
DISCO（6146.T）：初步非合并销售额——二季度出货受耗材拉动超预期，预计三季度起出货额逐步上升，重申「买入」评级
DISCO (6146.T): Preliminary non-consolidated sales: 2Q shipments beat on consumables; expect shipment value to gradually increase from 3Q; reiterate Buy
高盛·2026-10-06·9 页·其它
美洲经纪商与加密货币：截至2026年10月4日数字资产、预测市场及散户交易周度趋势
Americas Brokers & Crypto: Weekly digital asset, prediction markets, and retail trading trends as of 10.04.2026
高盛·2026-10-05·8 页·金融
LandMark（3081.TWO）：连续激光器需求旺盛叠加产能扩张；2026年三季度营收同比增长183%；维持“买入”评级
LandMark (3081.TWO): CW laser in strong demand with capacity expansion; 3Q26 revenues +183% YoY; Buy
高盛·2026-10-05·9 页·其它
全球AI资本支出周期的溢出效应
Spillovers from the Global AI CapEx Cycle
高盛·2026-10-05·16 页·海外经济
欧洲金属与矿业：看好铜价前景；对三季度业绩季节性走软持淡化态度
Constructive on copper; looking through a softer SepQ
高盛·2026-10-05·21 页·有色金属
奈飞（NFLX）2026年三季报前瞻：梳理核心主题与关键投资者辩论
Netflix Inc. (NFLX) Q3 2026 Earnings Preview: Framing Key Themes & Investor Debates
高盛·2026-10-05·23 页·美股
美洲科技：半导体：三季度前瞻——板块全面回调后，业绩改善有望推动股价上行
Americas Technology: Semiconductors: 3Q Preview: Expect stocks to work on better numbers following sector-wide pullback
高盛·2026-10-05·38 页·电子设备
美洲必需消费品：投资者交流会核心要点及三季度财报前瞻观点
Americas Consumer Staples: Key takeaways from IR catch-ups and our thoughts ahead of CQ3 results
高盛·2026-10-05·73 页·食品饮料
2026年三季度前瞻：关注存款竞争、利率走势、贷款持续增长与宏观不确定性升温
3Q26 Preview: Focus on deposit competition, rates, continued loan growth and a less certain macro
高盛·2026-10-05·59 页·金融
美国能源｜石油：加拿大油气行业整合与资产组合优化；CVE与SU的战略公告
Americas Energy: Oil: Consolidation and Portfolio Streamlining in Canadian Oil & Gas; Strategic Announcements by CVE and SU
高盛·2026-10-05·7 页·美股
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