高盛
共 779 份研报 · 海外机构
日本市场周报：AI远不止于此
Japan Weekly Kickstart: More than meets the AI
高盛·2026-10-03·24 页·市场策略
诺和诺德（NOVOb.CO）：重点关注Wegovy口服药在美国以外市场的增长动能，2026财年业绩指引有望向上收窄
Novo Nordisk (NOVOb.CO): Wegovy pill ex-US momentum in focus, FY26 guide likely to be narrowed up
高盛·2026-10-02·16 页·其它
联合健康集团（UNH.US）：UNH 旗下 Optum Serve 获美国退伍军人事务部牙科合同，合同总额达 300 亿美元、期限 10 年
UnitedHealth Group (UNH): UNH's Optum Serve Awarded VA Dental Contract Valued at $30 Billion over 10-Year Duration
高盛·2026-10-02·7 页·美股
中国台湾市场周报：中国台湾加权指数（TAIEX）涨1%创历史新高，大宗商品与科技继续跑赢金融，宏观数据在美债收益率高企下仍具支撑
TAIWAN WEEKLY KICKSTART: TAIEX rose 1% to a fresh ATH, while TPEx gained 3% on small-cap rotation; Commodities and Tech outperformed Financials further, while macro data remained supportive despite elevated US yields
高盛·2026-10-02·29 页·市场策略
中国经济展望：阻力最小的路径
GS China Economic Outlook: Path of Least Resistance
高盛·2026-10-02·53 页·中国经济
新兴市场周报：MSCI新兴市场指数周跌1%，受新兴市场欧洲拖累，主因债券收益率担忧；南非、印度及利率敏感板块9月跌幅居前；巴西在周末大选前保持稳健
MSCI EM fell 1% w/w led by EM Europe amid rising bond yield worries; S. Africa, India and Rate-sensitives fell the most in September; Brazil stays resilient ahead of elections this weekend
高盛·2026-10-02·24 页·市场策略
韩国、印度本周延续外资抛售；新兴市场/亚洲共同基金9月收跌1%（年内上涨24-25%）；对冲基金连续第四个月净卖出亚洲股票
Korea, India continue to see foreign selling this week; EM/Asia Mutual funds close 1% lower in September (+24-25% ytd); HFs net sell Asian equities for the fourth consecutive month
高盛·2026-10-02·20 页·基金策略
日本科技：半导体：投资者反馈：AI投资与利率上行忧虑犹存，但市场情绪边际改善
Japan Technology: Semiconductors: Investor feedback: Sentiment improving despite concerns about AI investment/higher interest rates
高盛·2026-10-02·8 页·电子设备
全球外汇交易员：勿被市场情绪冲昏头脑
高盛·2026-10-02·12 页·海外经济
全球利率交易员：逼近极限
Global Rates Trader: Reaching Limits
高盛·2026-10-02·20 页·市场策略
2026年三季度业绩前瞻：预期门槛已显著抬升
3Q-26 Earnings Preview: The Hurdle Has Moved Higher
高盛·2026-10-02·26 页·市场策略
美国市场周报：2026年第三季度财报季前瞻
US Weekly Kickstart: Q3 2026 earnings season preview
高盛·2026-10-02·24 页·市场策略
特斯拉与Rivian 2026年三季度车辆交付数据要点解析
Tesla and Rivian 3Q26 vehicle deliveries takeaways
高盛·2026-10-02·10 页·美股
每周基金资金流向：韩国与台湾资金流入降温
WEEKLY FUND FLOWS: Cooling Inflows to Korea and Taiwan
高盛·2026-10-02·13 页·基金策略
浪潮信息（000977.SZ）：中国AI需求升温驱动AI服务器增长；二季度净利润超预期中点；维持“卖出”评级
Inspur (000977.SZ): AI server growth on rising AI demand in China; 2Q26 NI better than midpoint guidance; Sell
高盛·2026-10-02·7 页·A股
韩国市场周报：出口强劲叠加制造业活动升至4个月高位，KOSPI却逆势下跌1%
Korea Weekly Kickstart: KOSPI declined by 1% despite strong exports and manufacturing activity hitting 4-month high
高盛·2026-10-02·20 页·市场策略
低票息上限CMO浮息票据及中等账龄非QM贷款重新定价走阔
Low cap CMO floaters and moderately seasoned non-QM reprice wider
高盛·2026-10-02·30 页·市场策略
AI代理与AI原生工具扩张驱动增长；美图因相对覆盖估值合理下调至中性
AI agents and AI native tools in expansion to drive growth; Meitu down to Neutral on fair valuation vs. coverage
高盛·2026-10-02·14 页·信息技术
中国经济活动与政策追踪：10月2日
China Economic Activity and Policy Tracker: Oct 2
高盛·2026-10-02·16 页·中国经济
日本科技｜IT服务：埃森哲业绩交叉解读：超预期；AI投资结构性扩张；AI红利初现
Japan Technology: IT Services: Accenture results read-across: Consensus beat; structural expansion in AI investment; AI benefits emerging
高盛·2026-10-02·9 页·信息技术
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